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Balanced Wealth Group LLC

SEC CIK
0002009783
Latest filing
Aug 10, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Balanced Wealth Group 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 Q1 2024
Holdings of XOM by Balanced Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,437−100.0%Sold outHolders
Q1 20261,437$243.7K0.1%+1,437NewHolders
Q2 20240$00.0%−1,805−100.0%Sold outHolders
Q1 20241,805$213.7K0.1%+1,805NewHolders