Skip to main content

TRB Wealth Management, LLC

SEC CIK
0002130988
Latest filing
Aug 11, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by TRB 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)
20,901
Value
$2.86M
% of portfolio
0.4%
Quarters held
2
Since Q1 2026
Holdings of XOM by TRB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,901$2.86M0.4%−3,936−15.8%ReducedHolders
Q1 202624,837$4.21M0.6%–No prior filingHolders