TCFG WEALTH MANAGEMENT, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1548059
LAGUNA NIGUEL, CA
Position in XOM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,548,317
+$462,490 QoQ
Shares Held
9,126
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $4,329,673 across 2 Oil & Gas Integrated names. XOM ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
13,443 | $2,781,356 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
9,126 | $1,548,317 |
All Filings in XOM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,548,317 | 9,126 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,085,827 | 9,023 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,612,325 | 14,300 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,163,593 | 10,794 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,135,305 | 9,546 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $998,249 | 9,280 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,262,459 | 10,770 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||