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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Marks Group Wealth Management, Inc, 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)
28,007
Value
$3.83M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of XOM by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,007$3.83M0.3%−142−0.5%ReducedHolders
Q1 202628,149$4.78M0.5%+224+0.8%AddedHolders
Q4 202527,925$3.36M0.3%+1,689+6.4%AddedHolders
Q3 202526,236$2.96M0.3%+235+0.9%AddedHolders
Q2 202526,001$2.80M0.3%−4,436−14.6%ReducedHolders
Q1 202530,437$3.62M0.3%+735+2.5%AddedHolders
Q4 202429,702$3.20M0.3%−74−0.2%ReducedHolders
Q3 202429,776$3.49M0.3%−31−0.1%ReducedHolders
Q2 202429,807$3.43M0.4%+164+0.6%AddedHolders
Q1 202429,643$3.45M0.4%−1,599−5.1%ReducedHolders
Q4 202331,242$3.12M0.4%+2,253+7.8%AddedHolders
Q3 202328,989$3.41M0.4%+8,218+39.6%AddedHolders
Q2 202320,771$2.23M0.3%−3,175−13.3%ReducedHolders
Q1 202323,946$2.63M0.3%+580+2.5%AddedHolders
Q4 202223,366$2.58M0.4%+569+2.5%AddedHolders
Q3 202222,797$1.99M0.3%+1,060+4.9%AddedHolders
Q2 202221,737$1.86M0.3%+1,668+8.3%AddedHolders
Q1 202220,069$1.66M0.2%+2,095+11.7%AddedHolders
Q4 202117,974$1.10M0.1%+2,172+13.7%AddedHolders
Q3 202115,802$933.0K0.1%+6,576+71.3%AddedHolders
Q2 20219,226$588.0K0.1%+116+1.3%AddedHolders
Q1 20219,110$507.0K0.1%––Holders

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