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Forza Wealth Management, LLC → XOM

Forza Wealth Management, LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.1M
Q4 2025$3.4M
Q1 2026$4.6M
Q2 2026$3.7M
Q3 2026$4.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.6M28.4K——
Q2 2026$3.7M27.2K——
Q1 2026$4.6M27.2K——
Q4 2025$3.4M28.2K——
Q3 2025$3.1M27.6K——

Other funds holding XOM

Other Forza Wealth Management, LLC positions

IAU

ISHARES GOLD TR

$21.2M
VGES

VANGUARD BD INDEX FDS

$19.6M
VGES

VANGUARD BD INDEX FDS

$17.6M
IAU

ISHARES GOLD TR

$17.4M
IAU

ISHARES GOLD TR

$16.9M
IAU

ISHARES GOLD TR

$16.5M
IAU

ISHARES GOLD TR

$16.4M
CRDO

DIMENSIONAL ETF TRUST

$13.5M