Appleton Partners Inc

SEC CIK: 0001055290
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overview All 13F holders of XOM Full Q2 2026 holdings

Shares (Q2 2026): 28,815
Value: $3.94M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Appleton Partners Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,815	$3.94M	0.2%	−1,403−4.6%	Reduced	Holders
Q1 2026	30,218	$5.13M	0.4%	−1,326−4.2%	Reduced	Holders
Q4 2025	31,544	$3.80M	0.3%	+159+0.5%	Added	Holders
Q3 2025	31,385	$3.54M	0.2%	+51+0.2%	Added	Holders
Q2 2025	31,334	$3.38M	0.2%	−1,544−4.7%	Reduced	Holders
Q1 2025	32,878	$3.91M	0.3%	+1,067+3.4%	Added	Holders
Q4 2024	31,811	$3.42M	0.3%	−2,183−6.4%	Reduced	Holders
Q3 2024	33,994	$3.98M	0.3%	−5,482−13.9%	Reduced	Holders
Q2 2024	39,476	$4.54M	0.4%	−3,556−8.3%	Reduced	Holders
Q1 2024	43,032	$5.00M	0.4%	−1,973−4.4%	Reduced	Holders
Q4 2023	45,005	$4.50M	0.4%	−1,713−3.7%	Reduced	Holders
Q3 2023	46,718	$5.49M	0.5%	−1,809−3.7%	Reduced	Holders
Q2 2023	48,527	$5.21M	0.4%	−2,437−4.8%	Reduced	Holders
Q1 2023	50,964	$5.59M	0.5%	+3,220+6.7%	Added	Holders
Q4 2022	47,744	$5.27M	0.5%	−2,562−5.1%	Reduced	Holders
Q3 2022	50,306	$4.39M	0.4%	+154+0.3%	Added	Holders
Q2 2022	50,152	$4.29M	0.4%	+3,794+8.2%	Added	Holders
Q1 2022	46,358	$3.83M	0.3%	−313−0.7%	Reduced	Holders
Q4 2021	46,671	$2.86M	0.2%	−1,778−3.7%	Reduced	Holders
Q3 2021	48,449	$2.85M	0.2%	−1,908−3.8%	Reduced	Holders
Q2 2021	50,357	$3.18M	0.3%	+1,228+2.5%	Added	Holders
Q1 2021	49,129	$2.74M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.