Skip to main content

PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by PBMares 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 overviewAll 13F holders of XOMFull Q3 2025 holdings

Shares (Q3 2025)
96,939
Value
$10.9M
% of portfolio
1.8%
Quarters held
19
Since Q1 2021
Holdings of XOM by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202596,939$10.9M1.8%+558+0.6%AddedHolders
Q2 202596,381$10.4M1.9%−971−1.0%ReducedHolders
Q1 202597,352$11.6M2.3%−173−0.2%ReducedHolders
Q4 202497,525$10.5M2.1%+3,041+3.2%AddedHolders
Q3 202494,484$11.1M2.3%−80.0%ReducedHolders
Q2 202494,492$10.9M2.7%−236−0.2%ReducedHolders
Q1 202494,728$11.0M2.9%−189−0.2%ReducedHolders
Q4 202394,917$9.49M2.8%−1,348−1.4%ReducedHolders
Q3 202396,265$11.3M4.1%+160.0%AddedHolders
Q2 202396,249$10.3M3.7%−1,235−1.3%ReducedHolders
Q1 202397,484$10.7M4.0%−443−0.5%ReducedHolders
Q4 202297,927$10.8M4.4%+1,209+1.3%AddedHolders
Q3 202296,718$8.44M3.7%+90.0%AddedHolders
Q2 202296,709$8.28M3.5%−2,107−2.1%ReducedHolders
Q1 202298,816$8.16M5.0%−843−0.8%ReducedHolders
Q4 202199,659$6.10M2.6%+1,415+1.4%AddedHolders
Q3 202198,244$5.78M2.8%−629−0.6%ReducedHolders
Q2 202198,873$6.24M3.4%−1,383−1.4%ReducedHolders
Q1 2021100,256$5.60M4.6%––Holders

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