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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

XOM holding history

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

XOM overviewAll 13F holders of XOMFull Q3 2025 holdings

Shares (Q3 2025)
69,207
Value
$7.80M
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of XOM by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202569,207$7.80M0.3%+2,084+3.1%AddedHolders
Q2 202567,123$7.24M0.3%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202466,653$7.17M0.3%−6,650−9.1%ReducedHolders
Q3 202473,303$8.59M0.4%−3,383−4.4%ReducedHolders
Q2 202476,686$8.83M0.4%+14,845+24.0%AddedHolders
Q1 202461,841$7.19M0.3%−1,496−2.4%ReducedHolders
Q4 202363,337$6.33M0.3%−2,164−3.3%ReducedHolders
Q3 202365,501$7.70M0.4%−2,474−3.6%ReducedHolders
Q2 202367,975$7.29M0.4%−2,291−3.3%ReducedHolders
Q1 202370,266$7.71M0.5%+1,884+2.8%AddedHolders
Q4 202268,382$7.54M0.5%+2,028+3.1%AddedHolders
Q3 202266,354$5.79M0.4%+6,515+10.9%AddedHolders
Q2 202259,839$5.12M0.4%+5,354+9.8%AddedHolders
Q1 202254,485$4.50M0.3%−3,562−6.1%ReducedHolders
Q4 202158,047$3.55M0.2%+569+1.0%AddedHolders
Q3 202157,478$3.38M0.2%−2,420−4.0%ReducedHolders
Q2 202159,898$3.78M0.2%+3,391+6.0%AddedHolders
Q1 202156,507$3.15M0.2%––Holders

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