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Livermore
Livermore
ZHEN

Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Collaborative Wealth Managment Inc., 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)
2,607
Value
$356.5K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of XOM by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,607$356.5K0.1%−200−7.1%ReducedHolders
Q1 20262,807$476.3K0.2%−2,511−47.2%ReducedHolders
Q4 20255,318$639.9K0.2%+2,001+60.3%AddedHolders
Q3 20253,317$373.9K0.2%+25+0.8%AddedHolders
Q2 20253,292$354.9K0.2%+17+0.5%AddedHolders
Q1 20253,275$389.5K0.2%+10.0%AddedHolders
Q4 20243,274$352.2K0.2%−796−19.6%ReducedHolders
Q3 20244,070$477.0K0.2%+40+1.0%AddedHolders
Q2 20244,030$463.9K0.2%+11+0.3%AddedHolders
Q1 20244,019$467.1K0.2%00.0%UnchangedHolders
Q4 20234,019$401.8K0.2%−150−3.6%ReducedHolders
Q3 20234,169$490.2K0.3%+3+0.1%AddedHolders
Q2 20234,166$446.8K0.3%−11−0.3%ReducedHolders
Q1 20234,177$458.0K0.3%−7−0.2%ReducedHolders
Q4 20224,184$461.5K0.3%−240−5.4%ReducedHolders
Q3 20224,424$386.0K0.3%00.0%UnchangedHolders
Q2 20224,424$379.0K0.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20214,381$268.0K0.1%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20214,420$365.0K0.2%––Holders

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