Back to XOM

Financial & Tax Architects, LLC → XOM

Financial & Tax Architects, LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.4M
Q4 2025$7.6M
Q1 2026$9.1M
Q2 2026$7M
Q3 2026$8.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.4M51.9K——
Q2 2026$7M51.0K——
Q1 2026$9.1M53.7K——
Q4 2025$7.6M63.4K——
Q3 2025$7.4M65.7K——

Other funds holding XOM

Other Financial & Tax Architects, LLC positions

VGES

VANGUARD TOTAL STOCK MARKET

$26.4M
VGES

VANGUARD TOTAL STOCK MARKET ETF

$25.9M
FIS

FIDELITY TOTAL BOND ETF

$24.1M
ETHA

ISHARES MSCI EAFE ETF

$23.6M
SPY

STATE STREET SPDR S&P 500 ETF

$22.8M
ETHA

ISHARES CORE U.S. REIT ETF

$22.5M
ETHA

ISHARES MSCI EAFE ETF

$22.4M
ETHA

ISHARES MSCI EAFE ETF

$22.2M