OXFORD FINANCIAL GROUP, LTD. LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1245862 INDIANAPOLIS, IN

Position in XOM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,580,863

-$597,208 QoQ

Shares Held

18,877

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,583

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,413,150 across 4 Oil & Gas Integrated names. XOM ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	18,877	$2,580,863
2	CVX	Chevron Corp	6,972	$1,155,678
3	SHEL	Shell plc	4,969	$385,296
4	BP	Bp PLC	7,884	$291,313

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,580,863	18,877	+0.8%	Shares	Sole	2026-08-11
2026-03-31	$3,178,071	18,732	-6.5%	Shares	Sole	2026-05-06
2025-12-31	$2,411,372	20,038	-8.4%	Shares	Sole	2026-02-13
2025-09-30	$2,467,195	21,882	+11.7%	Shares	Sole	2025-11-13
2025-06-30	$2,112,341	19,595	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$2,370,869	19,935	-3.6%	Shares	Sole	2025-05-15
2024-12-31	$2,223,579	20,671	-2.9%	Shares	Sole	2025-02-11
2024-09-30	$2,495,848	21,292	-6.8%	Shares	Sole	2024-11-12
2024-06-30	$2,630,722	22,852	+4.4%	Shares	Sole	2024-08-14
2024-03-31	$2,544,958	21,894	-16.7%	Shares	Sole	2024-05-13
2023-12-31	$2,626,474	26,270	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$3,068,602	26,098	-3.4%	Shares	Sole	2023-11-13
2023-06-30	$2,896,393	27,006	+25.4%	Shares	Sole	2023-08-10
2023-03-31	$2,362,405	21,543	+7.1%	Shares	Sole	2023-05-12
2022-12-31	$2,217,912	20,108	+5.1%	Shares	Sole	2023-02-14
2022-09-30	$1,670,589	19,134	-14.6%	Shares	Sole	2022-11-02
2022-06-30	$1,918,421	22,401	+16.5%	Shares	Sole	2022-08-11
2022-03-31	$1,587,957	19,227	-2.7%	Shares	Sole	2022-05-13
2021-12-31	$1,208,869	19,756	-9.1%	Shares	Sole	2022-02-10
2021-09-30	$1,278,040	21,728	+2.2%	Shares	Sole	2021-11-12
2021-06-30	$1,341,270	21,263	-8.6%	Shares	Sole	2021-08-03
2021-03-31	$1,299,387	23,274	-5.4%	Shares	Sole	2021-05-10
2020-12-31	$1,014,589	24,614	-5.2%	Shares	Sole	2021-02-10
2020-09-30	$891,687	25,974	-7.9%	Shares	Sole	2020-11-12
2020-06-30	$1,260,656	28,190	+0.2%	Shares	Sole	2020-08-05
2020-03-31	$1,068,058	28,129	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.