Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
XOM holding history
ExxonMobil Holdings Corp in every 13F filed by Meriwether Wealth & Planning, 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)
- 38,833
- Value
- $5.31M
- % of portfolio
- 2.6%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 38,833 | $5.31M | 2.6% | +37+0.1% | Added | Holders |
| Q1 2026 | 38,796 | $6.58M | 3.6% | −1,099−2.8% | Reduced | Holders |
| Q4 2025 | 39,895 | $4.80M | 2.7% | −601−1.5% | Reduced | Holders |
| Q3 2025 | 40,496 | $4.57M | 2.6% | +19,523+93.1% | Added | Holders |
| Q2 2025 | 20,973 | $2.26M | 1.4% | −1,383−6.2% | Reduced | Holders |
| Q1 2025 | 22,356 | $2.66M | 1.7% | +1,377+6.6% | Added | Holders |
| Q4 2024 | 20,979 | $2.26M | 1.6% | – | No prior filing | Holders |