GRIMES & Co WEALTH MANAGEMENT, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1321993
WESTBOROUGH, MA
Position in XOM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,766,930
-$3,107,890 QoQ
Shares Held
122,637
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#568
of 3,884 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $29,490,207 across 4 Oil & Gas Integrated names. XOM ranks #1 (56.9% of the industry book) .
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,766,930 | 122,637 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $19,874,820 | 117,145 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $13,442,939 | 111,708 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $11,405,564 | 101,158 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $8,657,633 | 80,312 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $9,224,329 | 77,561 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $8,350,336 | 77,627 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,270,456 | 70,555 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,064,040 | 70,049 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $8,071,588 | 69,439 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $6,896,320 | 68,977 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $7,805,195 | 66,382 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $7,066,487 | 65,888 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $7,260,478 | 66,209 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $6,936,215 | 62,885 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $5,791,970 | 66,338 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $5,870,792 | 68,552 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $5,585,148 | 67,625 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $4,222,599 | 69,008 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $4,075,519 | 69,288 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $4,390,430 | 69,601 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $3,886,102 | 69,606 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $2,730,205 | 66,235 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,485,697 | 72,406 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,307,580 | 73,962 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,792,427 | 73,543 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||