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Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Arbor Trust 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)
6,262
Value
$856.2K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of XOM by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,262$856.2K0.3%−700−10.1%ReducedHolders
Q1 20266,962$1.18M0.5%−24−0.3%ReducedHolders
Q4 20256,986$840.7K0.4%−419−5.7%ReducedHolders
Q3 20257,405$834.9K0.4%−506−6.4%ReducedHolders
Q2 20257,911$852.9K0.4%−866−9.9%ReducedHolders
Q1 20258,777$1.04M0.5%−6,168−41.3%ReducedHolders
Q4 202414,945$1.61M0.8%+6,012+67.3%AddedHolders
Q3 20248,933$1.03M0.5%00.0%UnchangedHolders
Q2 20248,933$1.03M0.5%+85+1.0%AddedHolders
Q1 20248,848$1.08M0.6%+291+3.4%AddedHolders
Q4 20238,557$855.5K0.5%+156+1.9%AddedHolders
Q3 20238,401$987.8K0.7%−39−0.5%ReducedHolders
Q2 20238,440$905.2K0.6%−899−9.6%ReducedHolders
Q1 20239,339$1.02M0.7%−2,441−20.7%ReducedHolders
Q4 202211,780$1.30M0.9%+2,843+31.8%AddedHolders
Q3 20228,937$781.0K0.6%−367−3.9%ReducedHolders
Q2 20229,304$797.0K0.6%−7,409−44.3%ReducedHolders
Q1 202216,713$1.38M0.8%−70−0.4%ReducedHolders
Q4 202116,783$1.03M0.6%−943−5.3%ReducedHolders
Q3 202117,726$1.04M0.7%+1,361+8.3%AddedHolders
Q2 202116,365$1.03M0.6%−100−0.6%ReducedHolders
Q1 202116,465$921.0K0.6%––Holders

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