Skip to main content

Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Pacific Excel Wealth Advisors, 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)
6,733
Value
$920.6K
% of portfolio
0.4%
Quarters held
3
Since Q4 2025
Holdings of XOM by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,733$920.6K0.4%+2,831+72.6%AddedHolders
Q1 20263,902$662.1K0.7%+1,840+89.2%AddedHolders
Q4 20252,062$253.8K0.5%–No prior filingHolders