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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by WMS Partners, LLC, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of XOM by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−46,828−100.0%Sold outHolders
Q4 202446,828$5.04M0.3%+4,225+9.9%AddedHolders
Q3 202442,603$4.99M0.3%−1,257−2.9%ReducedHolders
Q2 202443,860$5.05M0.3%−232−0.5%ReducedHolders
Q1 202444,092$5.13M0.4%+776+1.8%AddedHolders
Q4 202343,316$4.33M0.3%−577−1.3%ReducedHolders
Q3 202343,893$5.16M0.4%−1,006−2.2%ReducedHolders
Q2 202344,899$4.82M0.4%−155−0.3%ReducedHolders
Q1 202345,054$4.94M0.4%+931+2.1%AddedHolders
Q4 202244,123$4.87M0.5%−480−1.1%ReducedHolders
Q3 202244,603$3.89M0.5%−529−1.2%ReducedHolders
Q2 202245,132$3.87M0.6%−3,759−7.7%ReducedHolders
Q1 202248,891$4.04M0.6%+3,034+6.6%AddedHolders
Q4 202145,857$2.81M0.6%−10,742−19.0%ReducedHolders
Q3 202156,599$3.33M0.5%+4,330+8.3%AddedHolders
Q2 202152,269$3.30M0.5%+111+0.2%AddedHolders
Q1 202152,158$2.91M0.7%––Holders

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