WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
XOM holding history
ExxonMobil Holdings Corp in every 13F filed by WR Wealth Planners, 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 Q4 2024 holdings
- Shares (Q4 2024)
- 8,066
- Value
- $867.7K
- % of portfolio
- 0.3%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 8,066 | $867.7K | 0.3% | +891+12.4% | Added | Holders |
| Q3 2024 | 7,175 | $841.1K | 0.2% | −135−1.8% | Reduced | Holders |
| Q2 2024 | 7,310 | $841.5K | 0.3% | +5+0.1% | Added | Holders |
| Q1 2024 | 7,305 | $849.1K | 0.3% | −17−0.2% | Reduced | Holders |
| Q4 2023 | 7,322 | $732.0K | 0.3% | +228+3.2% | Added | Holders |
| Q3 2023 | 7,094 | $834.1K | 0.3% | −118−1.6% | Reduced | Holders |
| Q2 2023 | 7,212 | $773.5K | 0.3% | +2,343+48.1% | Added | Holders |
| Q1 2023 | 4,869 | $534.0K | 0.2% | +4,817+9,263.5% | Added | Holders |
| Q4 2022 | 52 | $5.74K | <0.1% | −2−3.7% | Reduced | Holders |
| Q3 2022 | 54 | $4.71K | <0.1% | +14+35.0% | Added | Holders |
| Q2 2022 | 40 | $3.43K | <0.1% | +40 | New | Holders |