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Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Core Wealth 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)
23,601
Value
$3.23M
% of portfolio
1.4%
Quarters held
15
Since Q4 2022
Holdings of XOM by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,601$3.23M1.4%−2,337−9.0%ReducedHolders
Q1 202625,938$4.40M2.0%−1,855−6.7%ReducedHolders
Q4 202527,793$3.34M1.5%+616+2.3%AddedHolders
Q3 202527,177$3.06M1.4%+2,647+10.8%AddedHolders
Q2 202524,530$2.64M1.3%+4,123+20.2%AddedHolders
Q1 202520,407$2.43M1.4%+148+0.7%AddedHolders
Q4 202420,259$2.18M1.2%+3,193+18.7%AddedHolders
Q3 202417,066$2.00M1.2%+2,352+16.0%AddedHolders
Q2 202414,714$1.69M1.2%+3,236+28.2%AddedHolders
Q1 202411,478$1.33M1.0%+1,037+9.9%AddedHolders
Q4 202310,441$1.04M0.9%+58+0.6%AddedHolders
Q3 202310,383$1.22M1.1%+546+5.6%AddedHolders
Q2 20239,837$1.06M1.0%00.0%UnchangedHolders
Q1 20239,837$1.08M1.1%−86,796−89.8%ReducedHolders
Q4 202296,633$1.13M1.4%–No prior filingHolders