Northwest Wealth Management, LLC

SEC CIK: 0001695344
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Northwest 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): 10,787
Value: $1.47M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of XOM by Northwest Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,787	$1.47M	0.2%	−547−4.8%	Reduced	Holders
Q1 2026	11,334	$1.92M	0.3%	+178+1.6%	Added	Holders
Q4 2025	11,156	$1.34M	0.2%	−526−4.5%	Reduced	Holders
Q3 2025	11,682	$1.32M	0.2%	+806+7.4%	Added	Holders
Q2 2025	10,876	$1.17M	0.2%	−70−0.6%	Reduced	Holders
Q1 2025	10,946	$1.30M	0.3%	−15−0.1%	Reduced	Holders
Q4 2024	10,961	$1.18M	0.2%	−3,229−22.8%	Reduced	Holders
Q3 2024	14,190	$1.66M	0.4%	−12−0.1%	Reduced	Holders
Q2 2024	14,202	$1.63M	0.4%	+394+2.9%	Added	Holders
Q1 2024	13,808	$1.61M	0.4%	+16+0.1%	Added	Holders
Q4 2023	13,792	$1.38M	0.4%	+324+2.4%	Added	Holders
Q3 2023	13,468	$1.58M	0.6%	−7−0.1%	Reduced	Holders
Q2 2023	13,475	$1.45M	0.5%	+7+0.1%	Added	Holders
Q1 2023	13,468	$1.48M	0.6%	+2,975+28.4%	Added	Holders
Q4 2022	10,493	$1.16M	0.5%	−661−5.9%	Reduced	Holders
Q3 2022	11,154	$974.0K	0.4%	+412+3.8%	Added	Holders
Q2 2022	10,742	$920.0K	0.4%	+2,364+28.2%	Added	Holders
Q1 2022	8,378	$692.0K	0.3%	+340+4.2%	Added	Holders
Q4 2021	8,038	$492.0K	0.2%	+2,938+57.6%	Added	Holders
Q3 2021	5,100	$300.0K	0.2%	−3,170−38.3%	Reduced	Holders
Q2 2021	8,270	$522.0K	0.3%	+2,311+38.8%	Added	Holders
Q1 2021	5,959	$333.0K	0.2%	–	–	Holders

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