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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by ERTS 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2021
Holdings of XOM by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,906−100.0%Sold outHolders
Q1 20252,906$345.6K0.1%−185−6.0%ReducedHolders
Q4 20243,091$332.5K0.1%−283−8.4%ReducedHolders
Q3 20243,374$395.5K0.1%+203+6.4%AddedHolders
Q2 20243,171$365.0K0.1%+56+1.8%AddedHolders
Q1 20243,115$362.1K0.1%−5−0.2%ReducedHolders
Q4 20233,120$311.9K0.1%+274+9.6%AddedHolders
Q3 20232,846$334.6K0.1%−123−4.1%ReducedHolders
Q2 20232,969$318.4K0.1%+77+2.7%AddedHolders
Q1 20232,892$317.1K0.1%−350−10.8%ReducedHolders
Q4 20223,242$357.6K0.1%+50+1.6%AddedHolders
Q3 20223,192$279.0K0.1%+10+0.3%AddedHolders
Q2 20223,182$273.0K0.1%+41+1.3%AddedHolders
Q1 20223,141$259.0K0.1%+3,141NewHolders
Q3 20210$00.0%−3,231−100.0%Sold outHolders
Q2 20213,231$204.0K0.1%+3,231NewHolders