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Exxon Mobil Corp shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Exxon Mobil Corp (XOM) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Exxon Mobil Corp

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corp held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corp by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.1M 13k 162.74

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mrngstr Mega Cap (MGK)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mrngstr Val Etf (MGV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)

View all positions for Bernardo Wealth Planning

Top funds holding Exxon Mobil Corp

Amundi
Sumitomo Mitsui Trust Holdings
Ensign Peak Advisors
Investec Asset Management
New York State Teachers Retirement System
Public Employees' Retirement Association of Colorado
Assenagon Asset Management
Bank Julius Baer & Co. Ltd, Zurich
Wealth Enhancement Advisory Services
Diam
Robeco Institutional Asset Management B V
Fort Washington Investment Advisors
Bank Of Oklahoma National Association /
ProShare Advisors
Cullen Capital Management

View all funds holding Exxon Mobil Corp