Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Procyon Private Wealth Partners, 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): 54,246
Value: $7.42M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54,246	$7.42M	0.3%	−6,106−10.1%	Reduced	Holders
Q1 2026	60,352	$10.2M	0.5%	+10,113+20.1%	Added	Holders
Q4 2025	50,239	$6.05M	0.3%	+2,568+5.4%	Added	Holders
Q3 2025	47,671	$5.37M	0.3%	−3,979−7.7%	Reduced	Holders
Q2 2025	51,650	$5.57M	0.5%	−47,533−47.9%	Reduced	Holders
Q1 2025	99,183	$11.7M	0.7%	+7,989+8.8%	Added	Holders
Q4 2024	91,194	$9.81M	0.6%	+7,833+9.4%	Added	Holders
Q3 2024	83,361	$9.77M	0.7%	+5,060+6.5%	Added	Holders
Q2 2024	78,301	$9.01M	0.7%	+27,294+53.5%	Added	Holders
Q1 2024	51,007	$5.93M	0.5%	+9,055+21.6%	Added	Holders
Q4 2023	41,952	$4.19M	0.4%	+23,160+123.2%	Added	Holders
Q3 2023	18,792	$2.21M	0.2%	+698+3.9%	Added	Holders
Q2 2023	18,094	$1.94M	0.2%	−1,112−5.8%	Reduced	Holders
Q1 2023	19,206	$2.11M	0.3%	+1,343+7.5%	Added	Holders
Q4 2022	17,863	$1.97M	0.4%	−1,339−7.0%	Reduced	Holders
Q3 2022	19,202	$1.68M	0.4%	−6,149−24.3%	Reduced	Holders
Q2 2022	25,351	$2.17M	0.5%	−4,039−13.7%	Reduced	Holders
Q1 2022	29,390	$2.43M	0.5%	−3,502−10.6%	Reduced	Holders
Q4 2021	32,892	$2.01M	0.4%	+4,600+16.3%	Added	Holders
Q3 2021	28,292	$1.66M	0.4%	+778+2.8%	Added	Holders
Q2 2021	27,514	$1.74M	0.5%	+16,374+147.0%	Added	Holders
Q1 2021	11,140	$622.0K	0.3%	–	–	Holders

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