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Act Wealth Management, LLC

SEC CIK
0001814191
Latest filing
Jul 7, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Act Wealth Management, 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)
17,521
Value
$2.40M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of XOM by Act Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,521$2.40M0.7%−24−0.1%ReducedHolders
Q1 202617,545$2.98M1.0%−1,806−9.3%ReducedHolders
Q4 202519,351$2.33M0.8%+695+3.7%AddedHolders
Q3 202518,656$2.10M0.7%−180−1.0%ReducedHolders
Q2 202518,836$2.03M0.9%−124−0.7%ReducedHolders
Q1 202518,960$2.25M1.0%+35+0.2%AddedHolders
Q4 202418,925$2.04M1.0%−51−0.3%ReducedHolders
Q3 202418,976$2.22M1.0%−154−0.8%ReducedHolders
Q2 202419,130$2.20M1.1%+472+2.5%AddedHolders
Q1 202418,658$2.17M1.1%−50.0%ReducedHolders
Q4 202318,663$1.87M1.0%+38+0.2%AddedHolders
Q3 202318,625$2.19M1.5%+143+0.8%AddedHolders
Q2 202318,482$1.98M1.1%−70−0.4%ReducedHolders
Q1 202318,552$2.03M1.2%−480−2.5%ReducedHolders
Q4 202219,032$2.10M1.3%−388−2.0%ReducedHolders
Q3 202219,420$1.70M1.2%+59+0.3%AddedHolders
Q2 202219,361$1.66M1.1%+41+0.2%AddedHolders
Q1 202219,320$1.60M0.9%−780−3.9%ReducedHolders
Q4 202120,100$1.23M0.7%−38−0.2%ReducedHolders
Q3 202120,138$1.27M0.8%00.0%UnchangedHolders
Q2 202120,138$1.27M0.8%00.0%UnchangedHolders
Q1 202120,138$1.12M0.7%––Holders

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