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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by West Financial Advisors, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of XOM by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−572−100.0%Sold outHolders
Q1 2026572$97.0K<0.1%−255−30.8%ReducedHolders
Q4 2025827$99.5K<0.1%+23+2.9%AddedHolders
Q3 2025804$90.7K<0.1%−213−20.9%ReducedHolders
Q2 20251,017$109.6K<0.1%+37+3.8%AddedHolders
Q1 2025980$116.6K<0.1%00.0%UnchangedHolders
Q4 2024980$105.4K<0.1%+239+32.3%AddedHolders
Q3 2024741$86.9K<0.1%00.0%UnchangedHolders
Q2 2024741$85.3K<0.1%00.0%UnchangedHolders
Q1 2024741$86.1K<0.1%00.0%UnchangedHolders
Q4 2023741$74.1K<0.1%−125−14.4%ReducedHolders
Q3 2023866$101.8K<0.1%+125+16.9%AddedHolders
Q2 2023741$79.5K<0.1%+213+40.3%AddedHolders
Q1 2023528$57.9K<0.1%00.0%UnchangedHolders
Q4 2022528$58.2K<0.1%00.0%UnchangedHolders
Q3 2022528$46.0K<0.1%00.0%UnchangedHolders
Q2 2022528$45.0K<0.1%−95−15.2%ReducedHolders
Q1 2022623$51.0K<0.1%+95+18.0%AddedHolders
Q4 2021528$32.0K<0.1%00.0%UnchangedHolders
Q3 2021528$31.0K<0.1%00.0%UnchangedHolders
Q2 2021528$33.0K<0.1%−38−6.7%ReducedHolders
Q1 2021566$32.0K<0.1%––Holders

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