Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Evercore Wealth Management, LLC, 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): 75,510
Value: $10.3M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,510	$10.3M	0.1%	−95−0.1%	Reduced	Holders
Q1 2026	75,605	$12.8M	0.2%	−5,744−7.1%	Reduced	Holders
Q4 2025	81,349	$9.79M	0.1%	−2,299−2.7%	Reduced	Holders
Q3 2025	83,648	$9.43M	0.1%	−981−1.2%	Reduced	Holders
Q2 2025	84,629	$9.12M	0.1%	−685−0.8%	Reduced	Holders
Q1 2025	85,314	$10.1M	0.2%	−2,280−2.6%	Reduced	Holders
Q4 2024	87,594	$9.42M	0.1%	−1,095−1.2%	Reduced	Holders
Q3 2024	88,689	$10.4M	0.2%	−1,859−2.1%	Reduced	Holders
Q2 2024	90,548	$10.4M	0.2%	−53−0.1%	Reduced	Holders
Q1 2024	90,601	$10.5M	0.2%	−260.0%	Reduced	Holders
Q4 2023	90,627	$9.06M	0.2%	−3,207−3.4%	Reduced	Holders
Q3 2023	93,834	$11.0M	0.2%	+2,889+3.2%	Added	Holders
Q2 2023	90,945	$9.75M	0.2%	−362−0.4%	Reduced	Holders
Q1 2023	91,307	$10.0M	0.2%	+731+0.8%	Added	Holders
Q4 2022	90,576	$9.99M	0.2%	+1,908+2.2%	Added	Holders
Q3 2022	88,668	$7.74M	0.2%	+608+0.7%	Added	Holders
Q2 2022	88,060	$7.54M	0.2%	−7,089−7.5%	Reduced	Holders
Q1 2022	95,149	$7.86M	0.1%	−2,939−3.0%	Reduced	Holders
Q4 2021	98,088	$6.00M	0.1%	−9,374−8.7%	Reduced	Holders
Q3 2021	107,462	$6.32M	0.1%	+1,832+1.7%	Added	Holders
Q2 2021	105,630	$6.66M	0.1%	−4,776−4.3%	Reduced	Holders
Q1 2021	110,406	$6.16M	0.1%	–	–	Holders

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