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Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Boston Private Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
78,767
Value
$10.8M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of XOM by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202678,767$10.8M0.7%+360+0.5%AddedHolders
Q1 202678,407$13.3M0.9%−9,801−11.1%ReducedHolders
Q4 202588,208$10.6M0.6%−10,119−10.3%ReducedHolders
Q3 202598,327$11.1M0.6%−10,307−9.5%ReducedHolders
Q2 2025108,634$11.7M0.6%−54,454−33.4%ReducedHolders
Q1 2025163,088$19.4M0.8%+8,036+5.2%AddedHolders
Q4 2024155,052$16.7M0.3%+155,052NewHolders
Q3 20240$00.0%−101,241−100.0%Sold outHolders
Q2 2024101,241$11.7M0.3%−14,954−12.9%ReducedHolders
Q1 2024116,195$13.5M0.3%−11,686−9.1%ReducedHolders
Q4 2023127,881$12.8M0.3%+5,714+4.7%AddedHolders
Q3 2023122,167$14.4M0.3%−14,352−10.5%ReducedHolders
Q2 2023136,519$14.6M0.3%−34,545−20.2%ReducedHolders
Q1 2023171,064$18.8M0.3%+423+0.2%AddedHolders
Q4 2022170,641$18.8M0.3%−5,452−3.1%ReducedHolders
Q3 2022176,093$15.4M0.2%+12,513+7.6%AddedHolders
Q2 2022163,580$14.0M0.2%+11,249+7.4%AddedHolders
Q1 2022152,331$12.6M0.2%+3,417+2.3%AddedHolders
Q4 2021148,914$9.11M0.1%−20,462−12.1%ReducedHolders
Q3 2021169,376$9.96M0.1%+12,803+8.2%AddedHolders
Q2 2021156,573$9.88M0.1%−5,743−3.5%ReducedHolders
Q1 2021162,316$9.06M0.1%––Holders

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