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Avondale Wealth Management → XOM

Avondale Wealth Management XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$580K
Q4 2025$613K
Q1 2026$2.2M
Q3 2026$2.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.2M13.7K——
Q1 2026$2.2M13.1K——
Q4 2025$613K5.1K——
Q3 2025$580K5.1K——

Other funds holding XOM

Other Avondale Wealth Management positions

ETHA

ISHARES TR

$46.2M
ETHA

ISHARES TR

$45.7M
ETHA

ISHARES TR

$39.2M
ETHA

ISHARES TR

$39M
ETHA

ISHARES TR

$37.2M
QQQ

INVESCO QQQ TR

$25.6M
QQQ

INVESCO QQQ TR

$25.5M
ETHA

ISHARES TR

$24.1M