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Great Waters Wealth Management

SEC CIK
0001964535
Latest filing
Jul 8, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Great Waters Wealth Management, 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)
1,504
Value
$205.7K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of XOM by Great Waters Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,504$205.7K<0.1%+43+2.9%AddedHolders
Q1 20261,461$247.9K<0.1%+1,461NewHolders
Q1 20250$00.0%−4,168−100.0%Sold outHolders
Q4 20244,168$448.4K0.1%−262−5.9%ReducedHolders
Q3 20244,430$519.3K0.1%+106+2.5%AddedHolders
Q2 20244,324$497.7K0.1%+2,566+146.0%AddedHolders
Q1 20241,758$204.3K<0.1%+1,758NewHolders