Plante Moran Financial Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1424717
SOUTHFIELD, MI
Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,035,517
-$586,602 QoQ
Shares Held
7,574
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,359
of 3,870 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, 2026Plante Moran Financial Advisors, LLC holds $1,494,757 across 8 Oil & Gas Integrated names. XOM ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
7,574 | $1,035,517 | |
| 2 | CVX |
Chevron Corp
|
2,405 | $398,652 | |
| 3 | SU |
Suncor Energy Inc
|
503 | $27,001 | |
| 4 | TTE |
TotalEnergies SE
|
238 | $18,506 | |
| 5 | SHEL |
Shell plc
|
138 | $10,700 | |
| 6 | EQNR |
Equinor ASA
|
67 | $2,103 | |
| 7 | BP |
Bp PLC
|
49 | $1,810 | |
| 8 | E |
Eni Spa
|
10 | $468 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,517 | 7,574 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,622,119 | 9,561 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,335,774 | 11,100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,369,348 | 12,145 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,307,937 | 12,133 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,321,431 | 11,111 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,797,895 | 26,010 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,884,784 | 24,610 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,673,662 | 23,225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,610,750 | 22,460 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,436,212 | 24,367 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,942,321 | 25,024 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,570,353 | 23,966 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,651,798 | 24,182 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,767,647 | 25,092 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,197,068 | 25,164 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,093,726 | 24,448 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,754,624 | 33,353 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,459,593 | 40,196 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,384,209 | 40,534 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,564,769 | 40,659 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,553,050 | 45,729 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,767,389 | 42,877 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,672,008 | 48,704 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,146,470 | 47,998 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,896,715 | 49,953 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||