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DWR WEALTH MANAGEMENT, LLC → XOM

DWR WEALTH MANAGEMENT, LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$772K
Q1 2026$1.1M
Q2 2026$874K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M6.4K——
Q2 2026$874K6.4K——
Q1 2026$1.1M6.4K——
Q4 2025$772K6.4K——

Other funds holding XOM

Other DWR WEALTH MANAGEMENT, LLC positions

ETHA

ISHARES TR

$17.7M
ETHA

ISHARES TR

$17.3M
ETHA

ISHARES TR

$17.3M
CRDO

DIMENSIONAL ETF TRUST

$16.6M
ETHA

ISHARES TR

$15.5M
CRDO

DIMENSIONAL ETF TRUST

$14.7M
CRDO

DIMENSIONAL ETF TRUST

$12.5M
CRDO

DIMENSIONAL ETF TRUST

$9.9M