XOM — EXXON MOBIL CORP

Ownership history in Integrated Wealth Management  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Management reported a position in EXXON MOBIL CORP (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.68% (2025 Q4)
Avg. % of fund
1.68%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 12,390 — — 1.68% $1.5M $119.54
% of Fund (quarterly)    XOM price (monthly, adj. close)

Other funds also holding XOM

As of 2025 Q4 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 32.3% LUTS & GREENLEIGH GROUP, INC. 3Y 25.12% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 24.06% Diversified Investment Strategies, LLC 3Y 7Y 16.99% MILLER WEALTH ADVISORS, LLC 3Y 13.07% PROSPECTOR PARTNERS LLC 3Y 7Y 11.97% Solus Alternative Asset Management LP 3Y 7Y 11.89% Sunbelt Securities, Inc. 3Y 7Y 10.98% Livelsberger Financial Advisory 9.02% Holowesko Partners Ltd. 3Y 7Y 8.76%
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