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Livermore
Livermore
ZHEN

Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Wealthspan Partners, 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)
5,436
Value
$743.2K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of XOM by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,436$743.2K0.2%00.0%UnchangedHolders
Q1 20265,436$922.3K0.3%−463−7.8%ReducedHolders
Q4 20255,899$709.9K0.3%+1,000+20.4%AddedHolders
Q3 20254,899$552.4K0.2%−50−1.0%ReducedHolders
Q2 20254,949$533.5K0.2%00.0%UnchangedHolders
Q1 20254,949$588.6K0.3%00.0%UnchangedHolders
Q4 20244,949$532.4K0.3%+113+2.3%AddedHolders
Q3 20244,836$566.9K0.3%00.0%UnchangedHolders
Q2 20244,836$556.7K0.3%00.0%UnchangedHolders
Q1 20244,836$562.1K0.3%+203+4.4%AddedHolders
Q4 20234,633$463.2K0.3%−285−5.8%ReducedHolders
Q3 20234,918$578.3K0.5%00.0%UnchangedHolders
Q2 20234,918$527.5K0.4%−76−1.5%ReducedHolders
Q1 20234,994$547.6K0.5%+26+0.5%AddedHolders
Q4 20224,968$548.0K0.5%00.0%UnchangedHolders
Q3 20224,968$434.0K0.4%+315+6.8%AddedHolders
Q2 20224,653$398.0K0.4%00.0%UnchangedHolders
Q1 20224,653$384.0K0.3%00.0%UnchangedHolders
Q4 20214,653$285.0K0.3%–No prior filingHolders