Forvis Mazars Wealth Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1352864
Springfield, MO
Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,274,490
-$1,255,190 QoQ
Shares Held
45,893
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,007
of 3,871 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)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $13,783,258 across 4 Oil & Gas Integrated names. XOM ranks #2 (45.5% of the industry book) .
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,274,490 | 45,893 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,529,680 | 44,381 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,269,929 | 43,792 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,790,409 | 42,487 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,567,378 | 42,369 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,994,703 | 41,997 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,155,155 | 57,220 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,683,298 | 57,015 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,652,459 | 40,414 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,485,934 | 38,592 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,191,361 | 41,922 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,018,549 | 42,682 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,056,730 | 47,149 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,363,031 | 48,906 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,883,732 | 53,343 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,720,153 | 54,062 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,768,263 | 55,678 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,963,659 | 35,884 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,087,129 | 34,109 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,043,818 | 34,747 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,783,271 | 28,270 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,781,256 | 31,905 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,582,312 | 38,387 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,168,318 | 34,032 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,816,928 | 40,629 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,405,991 | 37,029 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||