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Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Regent Peak Wealth Advisors 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of XOM by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,287−100.0%Sold outHolders
Q1 20268,287$1.41M0.3%+565+7.3%AddedHolders
Q4 20257,722$929.2K0.2%+1,756+29.4%AddedHolders
Q3 20255,966$672.6K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20256,093$724.7K0.2%+364+6.4%AddedHolders
Q4 20245,729$616.3K0.1%−99−1.7%ReducedHolders
Q3 20245,828$683.2K0.2%−25−0.4%ReducedHolders
Q2 20245,853$673.8K0.2%+700+13.6%AddedHolders
Q1 20245,153$599.0K0.2%−183−3.4%ReducedHolders
Q4 20235,336$533.5K0.1%−12,674−70.4%ReducedHolders
Q3 202318,010$2.12M0.6%+37+0.2%AddedHolders
Q2 202317,973$1.93M0.6%+15+0.1%AddedHolders
Q1 202317,958$1.97M0.6%+41+0.2%AddedHolders
Q4 202217,917$1.98M0.6%+485+2.8%AddedHolders
Q3 202217,432$1.52M0.5%+597+3.5%AddedHolders
Q2 202216,835$1.44M0.5%+535+3.3%AddedHolders
Q1 202216,300$1.35M0.4%+752+4.8%AddedHolders
Q4 202115,548$951.0K0.3%+313+2.1%AddedHolders
Q3 202115,235$896.0K0.3%−91−0.6%ReducedHolders
Q2 202115,326$882.0K0.2%+725+5.0%AddedHolders
Q1 202114,601$815.0K0.3%––Holders

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