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Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Curated Wealth Partners 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)
5,560
Value
$760.2K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of XOM by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,560$760.2K0.1%+2,044+58.1%AddedHolders
Q1 20263,516$596.5K0.1%+256+7.9%AddedHolders
Q4 20253,260$392.3K<0.1%+1,256+62.7%AddedHolders
Q3 20252,004$226.0K<0.1%−670−25.1%ReducedHolders
Q2 20252,674$288.3K<0.1%−408−13.2%ReducedHolders
Q1 20253,082$366.5K<0.1%+3,082NewHolders