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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by BKM 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)
2,825
Value
$386.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of XOM by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,825$386.2K0.1%−70−2.4%ReducedHolders
Q1 20262,895$491.2K0.2%−208−6.7%ReducedHolders
Q4 20253,103$373.4K0.1%00.0%UnchangedHolders
Q3 20253,103$349.9K0.1%00.0%UnchangedHolders
Q2 20253,103$334.5K0.1%−2−0.1%ReducedHolders
Q1 20253,105$369.3K0.2%−354−10.2%ReducedHolders
Q4 20243,459$372.1K0.2%+616+21.7%AddedHolders
Q3 20242,843$333.3K0.1%−8,912−75.8%ReducedHolders
Q2 202411,755$331.6K0.2%+8,914+313.8%AddedHolders
Q1 20242,841$330.2K0.1%+72+2.6%AddedHolders
Q4 20232,769$276.8K0.1%–No prior filingHolders