Bordeaux Wealth Advisors LLC
- SEC CIK
- 0001821271
- Latest filing
- Aug 4, 2025
XOM holding history
ExxonMobil Holdings Corp in every 13F filed by Bordeaux 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 2025 holdings
- Shares (Q2 2025)
- 12,882
- Value
- $1.39M
- % of portfolio
- 0.2%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 12,882 | $1.39M | 0.2% | −1,017−7.3% | Reduced | Holders |
| Q1 2025 | 13,899 | $1.65M | 0.3% | +2,365+20.5% | Added | Holders |
| Q4 2024 | 11,534 | $1.24M | 0.2% | −925−7.4% | Reduced | Holders |
| Q3 2024 | 12,459 | $1.46M | 0.3% | +2,362+23.4% | Added | Holders |
| Q2 2024 | 10,097 | $1.16M | 0.2% | +24+0.2% | Added | Holders |
| Q1 2024 | 10,073 | $1.17M | 0.4% | +10,073 | New | Holders |