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Livermore
Livermore
ZHEN

Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Gladstone Institutional Advisory 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)
113,014
Value
$15.5M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of XOM by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026113,014$15.5M0.5%−6,163−5.2%ReducedHolders
Q1 2026119,177$20.2M0.7%+7,753+7.0%AddedHolders
Q4 2025111,424$13.4M0.5%+1,854+1.7%AddedHolders
Q3 2025109,570$12.4M0.5%−1,030−0.9%ReducedHolders
Q2 2025110,600$11.9M0.5%+1,353+1.2%AddedHolders
Q1 2025109,247$13.0M0.6%+6,482+6.3%AddedHolders
Q4 2024102,765$11.1M0.5%+5,030+5.1%AddedHolders
Q3 202497,735$11.5M0.6%+6,431+7.0%AddedHolders
Q2 202491,304$10.5M0.5%+6,745+8.0%AddedHolders
Q1 202484,559$9.83M0.5%+11,929+16.4%AddedHolders
Q4 202372,630$7.26M0.4%+9,161+14.4%AddedHolders
Q3 202363,469$7.46M0.5%+3,968+6.7%AddedHolders
Q2 202359,501$6.38M0.4%−41,871−41.3%ReducedHolders
Q1 2023101,372$11.1M0.7%+5,797+6.1%AddedHolders
Q4 202295,575$10.5M0.7%−11,564−10.8%ReducedHolders
Q3 2022107,139$9.35M0.7%−8,433−7.3%ReducedHolders
Q2 2022115,572$9.90M0.8%−9,997−8.0%ReducedHolders
Q1 2022125,569$10.4M0.7%+27,069+27.5%AddedHolders
Q4 202198,500$6.03M0.5%+11,734+13.5%AddedHolders
Q3 202186,766$5.10M0.5%+7,651+9.7%AddedHolders
Q2 202179,115$4.99M0.6%+27,744+54.0%AddedHolders
Q1 202151,371$2.87M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.