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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by One Charles Private Wealth Services, 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)
12,181
Value
$1.67M
% of portfolio
0.4%
Quarters held
21
Since Q2 2021
Holdings of XOM by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,181$1.67M0.4%+33+0.3%AddedHolders
Q1 202612,148$2.06M0.5%+21+0.2%AddedHolders
Q4 202512,127$1.46M0.4%+7+0.1%AddedHolders
Q3 202512,120$1.37M0.4%−467−3.7%ReducedHolders
Q2 202512,587$1.36M0.4%+403+3.3%AddedHolders
Q1 202512,184$1.45M0.5%−10−0.1%ReducedHolders
Q4 202412,194$1.31M0.4%+50.0%AddedHolders
Q3 202412,189$1.43M0.5%00.0%UnchangedHolders
Q2 202412,189$1.40M0.6%00.0%UnchangedHolders
Q1 202412,189$1.42M0.6%+228+1.9%AddedHolders
Q4 202311,961$1.20M0.6%−406−3.3%ReducedHolders
Q3 202312,367$1.45M0.9%−221−1.8%ReducedHolders
Q2 202312,588$1.35M0.8%+19+0.2%AddedHolders
Q1 202312,569$1.38M0.9%+14+0.1%AddedHolders
Q4 202212,555$1.38M0.9%−196−1.5%ReducedHolders
Q3 202212,751$1.11M0.7%+30.0%AddedHolders
Q2 202212,748$1.08M0.7%+224+1.8%AddedHolders
Q1 202212,524$1.03M0.6%+486+4.0%AddedHolders
Q4 202112,038$737.0K0.4%−607−4.8%ReducedHolders
Q3 202112,645$744.0K0.4%−264−2.0%ReducedHolders
Q2 202112,909$814.0K0.5%+12,909NewHolders