Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
XOM holding history
ExxonMobil Holdings Corp in every 13F filed by Caliber Wealth Management, 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 Q1 2024 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −20,451−100.0% | Sold out | Holders |
| Q1 2023 | 20,451 | $2.24M | 1.7% | −157−0.8% | Reduced | Holders |
| Q4 2022 | 20,608 | $2.27M | 1.7% | −4,523−18.0% | Reduced | Holders |
| Q3 2022 | 25,131 | $2.19M | 1.7% | +978+4.0% | Added | Holders |
| Q2 2022 | 24,153 | $2.07M | 1.6% | +5,908+32.4% | Added | Holders |
| Q1 2022 | 18,245 | $1.51M | 1.0% | +18,245 | New | Holders |