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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by CM Wealth Advisors 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 Q2 2026 holdings

Shares (Q2 2026)
10,036
Value
$1.37M
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of XOM by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,036$1.37M0.2%+1,226+13.9%AddedHolders
Q1 20268,810$1.49M0.3%+10+0.1%AddedHolders
Q4 20258,800$1.06M0.2%+2,714+44.6%AddedHolders
Q3 20256,086$686.2K0.2%00.0%UnchangedHolders
Q2 20256,086$656.1K0.2%−3,052−33.4%ReducedHolders
Q1 20259,138$1.09M0.3%00.0%UnchangedHolders
Q4 20249,138$983.0K0.3%00.0%UnchangedHolders
Q3 20249,138$1.07M0.3%00.0%UnchangedHolders
Q2 20249,138$1.05M0.5%00.0%UnchangedHolders
Q1 20249,138$1.06M0.3%+2,867+45.7%AddedHolders
Q4 20236,271$627.0K0.3%00.0%UnchangedHolders
Q3 20236,271$660.0K0.3%−886−12.4%ReducedHolders
Q2 20237,157$745.5K0.2%+522+7.9%AddedHolders
Q1 20236,635$766.0K0.1%−12−0.2%ReducedHolders
Q4 20226,647$733.2K0.4%00.0%UnchangedHolders
Q3 20226,647$580.4K0.3%00.0%UnchangedHolders
Q2 20226,647$569.2K0.3%–No prior filingHolders