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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Advisor OS, 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)
23,102
Value
$3.16M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of XOM by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,102$3.16M0.2%−5,448−19.1%ReducedHolders
Q1 202628,550$4.84M0.4%+4,953+21.0%AddedHolders
Q4 202523,597$2.84M0.2%+1,620+7.4%AddedHolders
Q3 202521,977$2.48M0.2%+4,814+28.0%AddedHolders
Q2 202517,163$1.85M0.2%−588−3.3%ReducedHolders
Q1 202517,751$2.11M0.2%+1,389+8.5%AddedHolders
Q4 202416,362$1.76M0.2%−870−5.0%ReducedHolders
Q3 202417,232$2.02M0.2%+809+4.9%AddedHolders
Q2 202416,423$1.89M0.2%+939+6.1%AddedHolders
Q1 202415,484$1.80M0.2%+2,337+17.8%AddedHolders
Q4 202313,147$1.31M0.2%−3,794−22.4%ReducedHolders
Q3 202316,941$1.99M0.3%+1,336+8.6%AddedHolders
Q2 202315,605$1.67M0.3%+3,721+31.3%AddedHolders
Q1 202311,884$1.30M0.3%+370+3.2%AddedHolders
Q4 202211,514$1.27M0.3%+7,208+167.4%AddedHolders
Q3 20224,306$376.0K0.1%−5,044−53.9%ReducedHolders
Q2 20229,350$800.0K0.2%+5,977+177.2%AddedHolders
Q1 20223,373$278.0K0.1%−1,202−26.3%ReducedHolders
Q4 20214,575$280.0K0.1%+456+11.1%AddedHolders
Q3 20214,119$241.0K0.1%+3+0.1%AddedHolders
Q2 20214,116$260.0K0.1%−32−0.8%ReducedHolders
Q1 20214,148$232.0K0.1%––Holders

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