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Safir Wealth Advisors, LLC → XOM

Safir Wealth Advisors, LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
5
Latest value
$298K
Q3 2026
Peak value
$311K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$207K
Q4 2025$220K
Q1 2026$311K
Q2 2026$250K
Q3 2026$298K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$298K1.8K——
Q2 2026$250K1.8K——
Q1 2026$311K1.8K——
Q4 2025$220K1.8K——
Q3 2025$207K1.8K——

Other funds holding XOM

Other Safir Wealth Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$66M
VGES

VANGUARD INDEX FDS

$64.1M
VGES

VANGUARD INDEX FDS

$58.9M
VGES

VANGUARD INDEX FDS

$58.8M
VGES

VANGUARD INDEX FDS

$55.8M
VGES

VANGUARD INDEX FDS

$17.5M
VGES

VANGUARD BD INDEX FDS

$16.9M
VGES

VANGUARD BD INDEX FDS

$16.7M