Back to XOM

Cyndeo Wealth Partners, LLC → XOM

Cyndeo Wealth Partners, LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
4
Latest value
$22.5M
Q3 2026
Peak value
$25.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.5M
Q1 2026$25.8M
Q2 2026$20.9M
Q3 2026$22.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.5M138.3K——
Q2 2026$20.9M153.0K——
Q1 2026$25.8M151.8K——
Q4 2025$9.5M79.3K——

Other funds holding XOM

Other Cyndeo Wealth Partners, LLC positions

MSFT

MICROSOFT CORP

$82.5M
MSFT

MICROSOFT CORP

$81.5M
AAPL

APPLE INC

$75.4M
NVDA

NVIDIA CORPORATION

$72.6M
MSFT

MICROSOFT CORP

$71.8M
MSFT

MICROSOFT CORP

$71.3M
AAPL

APPLE INC

$67.5M
AVGO

BROADCOM INC

$64.5M