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Livermore
Livermore
ZHEN

Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Morris Retirement 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)
5,286
Value
$722.7K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of XOM by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,286$722.7K0.3%−1,703−24.4%ReducedHolders
Q1 20266,989$1.19M0.5%+109+1.6%AddedHolders
Q4 20256,880$827.9K0.3%−883−11.4%ReducedHolders
Q3 20257,763$875.3K0.4%−539−6.5%ReducedHolders
Q2 20258,302$894.9K0.4%−779−8.6%ReducedHolders
Q1 20259,081$1.08M0.6%+950+11.7%AddedHolders
Q4 20248,131$874.6K0.5%+429+5.6%AddedHolders
Q3 20247,702$902.9K0.5%−1,079−12.3%ReducedHolders
Q2 20248,781$1.01M0.6%+2,209+33.6%AddedHolders
Q1 20246,572$764.0K0.5%−56−0.8%ReducedHolders
Q4 20236,628$662.6K0.4%−1,389−17.3%ReducedHolders
Q3 20238,017$942.6K0.7%−979−10.9%ReducedHolders
Q2 20238,996$964.8K0.7%−352−3.8%ReducedHolders
Q1 20239,348$1.03M0.7%+278+3.1%AddedHolders
Q4 20229,070$1.00M0.8%+3,118+52.4%AddedHolders
Q3 20225,952$588.0K0.5%+1,505+33.8%AddedHolders
Q2 20224,447$381.0K0.3%00.0%UnchangedHolders
Q1 20224,447$367.0K0.3%00.0%UnchangedHolders
Q4 20214,447$272.0K0.2%+156+3.6%AddedHolders
Q3 20214,291$252.0K0.2%00.0%UnchangedHolders
Q2 20214,291$271.0K0.2%00.0%UnchangedHolders
Q1 20214,291$240.0K0.2%––Holders

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