Avantax Planning Partners, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 1005441 DUBUQUE, IA

Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,703,719

-$2,960,964 QoQ

Shares Held

100,232

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#638

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in XOM Over Time

Shares Held

Position Value (USD)

Derivatives in XOM

reported options exposure · as of Jun 30, 2021

CallValue

$25,232

CallShares

400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,617,156 across 5 Oil & Gas Integrated names. XOM ranks #1 (55.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	100,232	$13,703,719
2	CVX	Chevron Corp	61,279	$10,157,607
3	NFG	National Fuel Gas Co	3,881	$299,652
4	TTE	TotalEnergies SE	3,081	$239,578
5	BP	Bp PLC	5,862	$216,600

All Filings in XOM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,703,719	100,232	+2.0%	Shares	Sole	2026-07-28
2026-03-31	$16,664,683	98,224	+10.1%	Shares	Sole	2026-05-04
2025-12-31	$10,732,402	89,184	+2.1%	Shares	Sole	2026-02-05
2025-09-30	$9,846,119	87,327	+4.2%	Shares	Sole	2025-10-31
2025-06-30	$9,032,454	83,789	+3.5%	Shares	Sole	2025-08-11
2025-03-31	$9,631,546	80,985	+1.9%	Shares	Sole	2025-04-29
2024-12-31	$8,545,038	79,437	+2.8%	Shares	Sole	2025-02-07
2024-09-30	$9,061,692	77,305	-16.0%	Shares	Sole	2024-11-14
2024-06-30	$10,599,558	92,074	-2.1%	Shares	Sole	2024-08-09
2024-03-31	$10,931,790	94,045	+32.1%	Shares	Sole	2024-05-03
2023-12-31	$7,116,076	71,175	+15.0%	Shares	Sole	2024-02-09
2023-09-30	$7,274,439	61,868	+4.1%	Shares	Sole	2023-11-06
2023-06-30	$6,374,618	59,437	+0.4%	Shares	Sole	2023-07-18
2023-03-31	$6,494,942	59,228	+3.8%	Shares	Sole	2023-04-21
2022-12-31	$6,291,401	57,039	-9.9%	Shares	Sole	2023-02-10
2022-09-30	$5,525,849	63,290	-4.3%	Shares	Sole	2022-10-14
2022-06-30	$5,663,373	66,130	-7.3%	Shares	Sole	2022-07-18
2022-03-31	$5,894,696	71,373	-12.6%	Shares	Sole	2022-05-09
2021-12-31	$4,997,264	81,668	-1.1%	Shares	Sole	2022-01-28
2021-09-30	$4,857,943	82,590	-10.6%	Shares	Sole	2021-10-27
2021-06-30	$5,827,456	92,382	+5.9%	Shares	Sole	2021-08-10
2021-06-30	$25,232	400	—	Call	Sole	2021-08-10
2021-03-31	$4,871,111	87,249	-9.3%	Shares	Sole	2021-05-06
2020-12-31	$3,963,261	96,149	-9.0%	Shares	Sole	2021-02-04
2020-09-30	$3,625,488	105,607	-4.2%	Shares	Sole	2020-10-28
2020-06-30	$4,927,830	110,193	+60.2%	Shares	Sole	2020-07-15
2020-03-31	$2,612,032	68,792	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.