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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Naviter Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q4 2021
Holdings of XOM by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−141,820−100.0%Sold outHolders
Q1 2026141,820$24.1M3.0%−278−0.2%ReducedHolders
Q4 2025142,098$17.1M2.2%−6,890−4.6%ReducedHolders
Q3 2025148,988$16.8M2.0%−116−0.1%ReducedHolders
Q2 2025149,104$16.1M2.0%−4,473−2.9%ReducedHolders
Q1 2025153,577$18.1M2.2%+640.0%AddedHolders
Q4 2024153,513$16.5M2.0%+3,448+2.3%AddedHolders
Q3 2024150,065$17.6M2.4%−1,043−0.7%ReducedHolders
Q2 2024151,108$17.4M2.6%+8,327+5.8%AddedHolders
Q1 2024142,781$16.6M2.7%+3,647+2.6%AddedHolders
Q4 2023139,134$13.9M2.8%+3,807+2.8%AddedHolders
Q3 2023135,327$15.9M3.8%+3,412+2.6%AddedHolders
Q2 2023131,915$14.1M3.6%+6,037+4.8%AddedHolders
Q1 2023125,878$13.8M4.8%+2,270+1.8%AddedHolders
Q4 2022123,608$14.1M3.9%+147+0.1%AddedHolders
Q3 2022123,461$10.8M4.4%+2,821+2.3%AddedHolders
Q2 2022120,640$10.3M4.2%+13,104+12.2%AddedHolders
Q1 2022107,536$8.88M3.0%00.0%UnchangedHolders
Q4 2021107,536$6.58M2.0%–No prior filingHolders