Annex Advisory Services, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1542287 BROOKFIELD, WI

Position in XOM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,806,908

+$2,399,118 QoQ

Shares Held

42,473

+111.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#73

of 393 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $68,601,733 across 4 Oil & Gas Integrated names. XOM ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PBR	Petrobras - Petroleo Brasileiro SA	2,182,965	$35,276,714
2	CVX	Chevron Corp	142,201	$23,571,237
3	XOM	ExxonMobil Holdings Corp This page	42,473	$5,806,908
4	CVE	Cenovus Energy Inc.	159,084	$3,946,874

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,806,908	42,473	+111.5%	Shares	Sole	2026-07-10
2026-03-31	$3,407,790	20,086	-1.4%	Shares	Sole	2026-04-16
2025-12-31	$2,451,807	20,374	+46.4%	Shares	Sole	2026-01-26
2025-09-30	$1,569,592	13,921	-3.8%	Shares	Sole	2025-10-17
2025-06-30	$1,560,620	14,477	-12.3%	Shares	Sole	2025-07-11
2025-03-31	$1,963,177	16,507	-0.0%	Shares	Sole	2025-04-11
2024-12-31	$1,776,303	16,513	+24.9%	Shares	Sole	2025-01-16
2024-09-30	$1,550,351	13,226	-0.8%	Shares	Sole	2024-10-10
2024-06-30	$1,535,010	13,334	-14.5%	Shares	Sole	2024-07-12
2024-03-31	$1,812,414	15,592	+19.1%	Shares	Sole	2024-04-12
2023-12-31	$1,309,438	13,097	-0.3%	Shares	Sole	2024-02-13
2023-09-30	$1,545,001	13,140	-6.5%	Shares	Sole	2023-11-01
2023-06-30	$1,506,862	14,050	+7.0%	Shares	Sole	2023-07-24
2023-03-31	$1,439,506	13,127	-6.4%	Shares	Sole	2023-04-27
2022-12-31	$1,547,288	14,028	+11.3%	Shares	Sole	2023-01-30
2022-09-30	$1,100,367	12,603	-13.3%	Shares	Sole	2022-10-24
2022-06-30	$1,244,177	14,528	+19.2%	Shares	Sole	2022-07-27
2022-03-31	$1,006,854	12,191	+0.5%	Shares	Sole	2022-04-13
2021-12-31	$742,295	12,131	+53.5%	Shares	Sole	2022-01-31
2021-09-30	$464,736	7,901	-22.1%	Shares	Sole	2021-10-18
2021-06-30	$639,694	10,141	-0.6%	Shares	Sole	2021-07-29
2021-03-31	$569,689	10,204	-7.4%	Shares	Sole	2021-04-22
2020-12-31	$454,409	11,024	-6.2%	Shares	Sole	2021-01-28
2020-09-30	$403,480	11,753	-8.2%	Shares	Sole	2020-10-23
2020-06-30	$572,684	12,806	+7.5%	Shares	Sole	2020-07-21
2020-03-31	$452,260	11,911	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.