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IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by IVC 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)
6,894
Value
$942.6K
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of XOM by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,894$942.6K0.4%−12−0.2%ReducedHolders
Q1 20266,906$1.17M0.5%−1,308−15.9%ReducedHolders
Q4 20258,214$988.5K0.4%+35+0.4%AddedHolders
Q3 20258,179$922.1K0.4%−177−2.1%ReducedHolders
Q2 20258,356$900.8K0.4%−41−0.5%ReducedHolders
Q1 20258,397$998.7K0.5%+2,118+33.7%AddedHolders
Q4 20246,279$675.4K0.4%−3,688−37.0%ReducedHolders
Q3 20249,967$1.17M0.6%+2,655+36.3%AddedHolders
Q2 20247,312$841.7K0.5%−838−10.3%ReducedHolders
Q1 20248,150$947.4K0.5%+649+8.7%AddedHolders
Q4 20237,501$749.9K0.5%−227−2.9%ReducedHolders
Q3 20237,728$908.7K0.6%+63+0.8%AddedHolders
Q2 20237,665$822.1K0.5%−741−8.8%ReducedHolders
Q1 20238,406$921.8K0.7%+39+0.5%AddedHolders
Q4 20228,367$922.9K0.7%+617+8.0%AddedHolders
Q3 20227,750$677.0K0.5%−187−2.4%ReducedHolders
Q2 20227,937$680.0K0.5%+416+5.5%AddedHolders
Q1 20227,521$621.0K0.4%+880+13.3%AddedHolders
Q4 20216,641$406.0K0.3%+96+1.5%AddedHolders
Q3 20216,545$385.0K0.3%+320+5.1%AddedHolders
Q2 20216,225$393.0K0.3%−299−4.6%ReducedHolders
Q1 20216,524$364.0K0.3%––Holders

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