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Exxon Mobil Corporation shares owned by Trellis Wealth Advisors

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

Historical chart of Trellis Wealth Advisors investment in Exxon Mobil Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Exxon Mobil Corporation by Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $260k 1.5k 169.66
2023-09-30 $238k 2.0k 117.58

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American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust Longview Advantg (EBI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
American Centy Etf Tr Avantis Respon U (AVSU)
American Centy Etf Tr Avantis Responsi (AVSD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Trellis Wealth Advisors

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