Institute for Wealth Management, LLC.
Position in XOM — ExxonMobil Holdings Corp
CIK 1533954
DENVER, CO
Position in XOM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$782,038
-$214,714 QoQ
Shares Held
5,720
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,633
of 3,884 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, 2026Institute for Wealth Management, LLC. holds $3,437,614 across 8 Oil & Gas Integrated names. XOM ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,600 | $1,757,056 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
5,720 | $782,038 | |
| 3 | SU |
Suncor Energy Inc
|
9,823 | $527,298 | |
| 4 | SHEL |
Shell plc
|
2,205 | $170,975 | |
| 5 | BP |
Bp PLC
|
4,397 | $162,469 | |
| 6 | IMO |
Imperial Oil Ltd
|
174 | $19,491 | |
| 7 | NFG |
National Fuel Gas Co
|
224 | $17,295 | |
| 8 | CVE |
Cenovus Energy Inc.
|
40 | $992 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,038 | 5,720 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $996,752 | 5,875 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $725,770 | 6,031 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $682,475 | 6,053 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $656,178 | 6,087 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $750,448 | 6,310 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $691,244 | 6,426 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $790,414 | 6,743 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $791,795 | 6,878 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $645,015 | 5,549 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $615,676 | 6,158 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $753,922 | 6,412 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $724,044 | 6,751 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $794,048 | 7,241 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $813,021 | 7,371 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $629,679 | 7,212 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $615,152 | 7,183 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $610,340 | 7,390 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $458,680 | 7,496 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $472,971 | 8,041 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $506,847 | 8,035 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $501,353 | 8,980 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $429,553 | 10,421 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $469,977 | 13,690 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $797,581 | 17,835 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $671,385 | 17,682 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||