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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Baron 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)
4,919
Value
$672.6K
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of XOM by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,919$672.6K0.2%+28+0.6%AddedHolders
Q1 20264,891$829.8K0.2%−199−3.9%ReducedHolders
Q4 20255,090$612.6K0.2%+866+20.5%AddedHolders
Q3 20254,224$476.3K0.2%+1,107+35.5%AddedHolders
Q2 20253,117$336.0K0.1%−3,604−53.6%ReducedHolders
Q1 20256,721$799.4K0.4%+3,204+91.1%AddedHolders
Q4 20243,517$378.3K0.2%+537+18.0%AddedHolders
Q3 20242,980$349.4K0.2%−92−3.0%ReducedHolders
Q2 20243,072$353.7K0.2%+516+20.2%AddedHolders
Q1 20242,556$297.1K0.2%+2,556NewHolders