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BCS Wealth Management

SEC CIK
0001798172
Latest filing
Jul 16, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by BCS Wealth Management, 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)
8,570
Value
$1.17M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of XOM by BCS Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,570$1.17M0.2%−667−7.2%ReducedHolders
Q1 20269,237$1.57M0.3%−9,049−49.5%ReducedHolders
Q4 202518,286$2.20M0.2%+9,631+111.3%AddedHolders
Q3 20258,655$975.8K0.2%−16,076−65.0%ReducedHolders
Q2 202524,731$2.67M0.6%+9,656+64.1%AddedHolders
Q1 202515,075$1.79M0.5%−1,621−9.7%ReducedHolders
Q4 202416,696$1.80M0.4%−14−0.1%ReducedHolders
Q3 202416,710$1.96M0.8%+1,644+10.9%AddedHolders
Q2 202415,066$1.73M0.8%+111+0.7%AddedHolders
Q1 202414,955$1.74M0.6%00.0%UnchangedHolders
Q4 202314,955$1.50M0.6%−100−0.7%ReducedHolders
Q3 202315,055$1.77M0.7%+604+4.2%AddedHolders
Q2 202314,451$1.55M1.1%+10,417+258.2%AddedHolders
Q1 20234,034$442.0K0.2%−10,500−72.2%ReducedHolders
Q4 202214,534$1.60M0.7%+30.0%AddedHolders
Q3 202214,531$1.27M0.6%−1,503−9.4%ReducedHolders
Q2 202216,034$1.37M0.6%+1,503+10.3%AddedHolders
Q1 202214,531$1.20M0.5%+2,787+23.7%AddedHolders
Q4 202111,744$719.0K0.3%+1,494+14.6%AddedHolders
Q3 202110,250$603.0K0.3%−44−0.4%ReducedHolders
Q2 202110,294$649.0K0.3%−302−2.9%ReducedHolders
Q1 202110,596$592.0K0.3%––Holders

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