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Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Dopkins Wealth Management, 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
10
Since Q3 2023
Holdings of XOM by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,378−100.0%Sold outHolders
Q1 20268,378$1.42M0.6%+2,730+48.3%AddedHolders
Q4 20255,648$679.6K0.3%−1,100−16.3%ReducedHolders
Q3 20256,748$760.8K0.3%00.0%UnchangedHolders
Q2 20256,748$727.4K0.3%−2,527−27.2%ReducedHolders
Q1 20259,275$1.10M0.6%−2,710−22.6%ReducedHolders
Q4 202411,985$1.29M0.7%+4,697+64.4%AddedHolders
Q3 20247,288$854.3K0.7%−1,697−18.9%ReducedHolders
Q2 20248,985$1.03M0.6%00.0%UnchangedHolders
Q1 20248,985$1.04M0.6%+8,985NewHolders
Q4 20230$00.0%−8,983−100.0%Sold outHolders
Q3 20238,983$1.06M0.8%+8,983NewHolders