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Exxon Mobil Corporation shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Exxon Mobil Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corporation held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corporation by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 1.5k 169.62
2025-06-30 $210k 2.0k 107.82
2025-03-31 $220k 1.8k 118.92
2024-09-30 $206k 1.8k 117.25
2024-06-30 $202k 1.8k 115.15

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

Top funds holding Exxon Mobil Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Northern Trust
Franklin Resources
Goldman Sachs Group
Charles Schwab Investment Management
Capital Research Global Investors

View all funds holding Exxon Mobil Corporation