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Total Wealth Planning, LLC

SEC CIK
0001762997
Latest filing
Feb 13, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Total Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q4 2025 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2022
Holdings of XOM by Total Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,421−100.0%Sold outHolders
Q3 20253,421$385.7K<0.1%00.0%UnchangedHolders
Q2 20253,421$368.8K<0.1%+1,127+49.1%AddedHolders
Q1 20252,294$272.8K<0.1%+10+0.4%AddedHolders
Q4 20242,284$245.7K<0.1%−56−2.4%ReducedHolders
Q3 20242,340$274.3K<0.1%00.0%UnchangedHolders
Q2 20242,340$271.6K<0.1%−975−29.4%ReducedHolders
Q1 20243,315$385.4K0.1%+27+0.8%AddedHolders
Q4 20233,288$328.7K0.1%+11+0.3%AddedHolders
Q3 20233,277$385.3K0.1%+890+37.3%AddedHolders
Q2 20232,387$256.0K0.1%00.0%UnchangedHolders
Q1 20232,387$261.8K0.1%00.0%UnchangedHolders
Q4 20222,387$263.3K0.1%−400−14.4%ReducedHolders
Q3 20222,787$243.0K0.1%+30+1.1%AddedHolders
Q2 20222,757$236.0K0.1%−90−3.2%ReducedHolders
Q1 20222,847$235.0K0.1%+2,847NewHolders