Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overview All 13F holders of XOM Full Q2 2026 holdings

Shares (Q2 2026): 23,155
Value: $3.17M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,155	$3.17M	0.4%	−1,461−5.9%	Reduced	Holders
Q1 2026	24,616	$4.18M	0.7%	−3,876−13.6%	Reduced	Holders
Q4 2025	28,492	$3.43M	0.5%	+729+2.6%	Added	Holders
Q3 2025	27,763	$3.11M	0.5%	+4,375+18.7%	Added	Holders
Q2 2025	23,388	$2.52M	0.5%	−6,306−21.2%	Reduced	Holders
Q1 2025	29,694	$3.53M	0.7%	−16,956−36.3%	Reduced	Holders
Q4 2024	46,650	$5.02M	0.8%	+4,011+9.4%	Added	Holders
Q3 2024	42,639	$5.00M	0.8%	+1,025+2.5%	Added	Holders
Q2 2024	41,614	$4.79M	0.9%	+12,372+42.3%	Added	Holders
Q1 2024	29,242	$3.40M	0.8%	−470−1.6%	Reduced	Holders
Q4 2023	29,712	$2.97M	0.8%	+658+2.3%	Added	Holders
Q3 2023	29,054	$3.42M	1.0%	+301+1.0%	Added	Holders
Q2 2023	28,753	$3.08M	0.9%	+1,007+3.6%	Added	Holders
Q1 2023	27,746	$3.04M	1.0%	−584−2.1%	Reduced	Holders
Q4 2022	28,330	$3.12M	1.1%	+9,487+50.3%	Added	Holders
Q3 2022	18,843	$1.65M	0.9%	+943+5.3%	Added	Holders
Q2 2022	17,900	$1.53M	0.8%	+1,980+12.4%	Added	Holders
Q1 2022	15,920	$1.31M	0.6%	+2,368+17.5%	Added	Holders
Q4 2021	13,552	$829.0K	0.3%	−23−0.2%	Reduced	Holders
Q3 2021	13,575	$798.0K	0.4%	−1,951−12.6%	Reduced	Holders
Q2 2021	15,526	$979.0K	0.5%	+1,292+9.1%	Added	Holders
Q1 2021	14,234	$795.0K	0.4%	–	–	Holders

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