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Elevate Wealth Advisory, Inc

SEC CIK
0002011651
Latest filing
Aug 14, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Elevate Wealth Advisory, Inc, 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
5
Since Q2 2024
Holdings of XOM by Elevate Wealth Advisory, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,457−100.0%Sold outHolders
Q1 20261,457$247.1K0.2%+1,457NewHolders
Q3 20250$00.0%−1,950−100.0%Sold outHolders
Q2 20251,950$210.2K0.1%+103+5.6%AddedHolders
Q1 20251,847$219.6K0.2%+1,847NewHolders
Q4 20240$00.0%−1,755−100.0%Sold outHolders
Q3 20241,755$205.8K0.2%+5+0.3%AddedHolders
Q2 20241,750$201.5K0.2%+1,750NewHolders