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Worth Asset Management, LLC → XOM

Worth Asset Management, LLC XOM Position History

ExxonMobil Holdings Corporation • Energy

Quarters held
25
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13K
Q3 2025$37K
Q3 2025$160K
Q3 2025$320K
Q4 2025$40K
Q4 2025$67K
Q4 2025$171K
Q4 2025$342K
Q1 2026$7K
Q1 2026$45K
Q1 2026$56K
Q1 2026$95K
Q1 2026$482K
Q1 2026$559K
Q1 2026$1.9M
Q2 2026$46K
Q2 2026$70K
Q2 2026$76K
Q2 2026$196K
Q2 2026$388K
Q3 2026$63K
Q3 2026$87K
Q3 2026$233K
Q3 2026$463K
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M18.9K——
Q3 2026$463K2.8K——
Q3 2026$233K1.4K——
Q3 2026$87K534——
Q3 2026$63K389——
Q2 2026$388K2.8K——
Q2 2026$196K1.4K——
Q2 2026$76K559——
Q2 2026$70K513——
Q2 2026$46K334——
Q1 2026$1.9M11.1K——
Q1 2026$559K3.3K——
Q1 2026$482K2.8K——
Q1 2026$95K562——
Q1 2026$56K333——
Q1 2026$45K268——
Q1 2026$7K43——
Q4 2025$342K2.8K——
Q4 2025$171K1.4K——
Q4 2025$67K555——
Q4 2025$40K331——
Q3 2025$320K2.8K——
Q3 2025$160K1.4K——
Q3 2025$37K329——
Q3 2025$13K119——

Other funds holding XOM

Other Worth Asset Management, LLC positions

ETHA

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

$51.6M
ETHA

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

$44.2M
ETHA

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

$43.6M
ETHA

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

$41.1M
ETHA

ISHARES CORE S&P 500 ETF

$18.6M
ETHA

ISHARES 0-3 MONTH TREASURY BOND ETF

$16.7M
ETHA

ISHARES CORE TOTAL USD BOND MARKET ETF

$15.7M
ETHA

ISHARES 0-3 MONTH TREASURY BOND ETF

$13.3M