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Trellis Wealth Advisors LLC

SEC CIK
0001989031
Latest filing
Jul 15, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Trellis Wealth Advisors 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
2
Since Q3 2023
Holdings of XOM by Trellis Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,534−100.0%Sold outHolders
Q1 20261,534$260.3K0.1%+1,534NewHolders
Q4 20230$00.0%−2,022−100.0%Sold outHolders
Q3 20232,022$237.7K0.1%+2,022NewHolders