Perigon Wealth Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1575239 SAN FRANCISCO, CA

Position in XOM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$19,407,540

-$4,255,618 QoQ

Shares Held

141,951

+1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#524

of 3,871 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Energy · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $36,234,258 across 6 Oil & Gas Integrated names. XOM ranks #1 (53.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	141,951	$19,407,540
2	CVX	Chevron Corp	75,440	$12,504,934
3	SHEL	Shell plc	30,855	$2,392,496
4	TTE	TotalEnergies SE	14,400	$1,119,744
5	EQNR	Equinor ASA	15,471	$485,789
6	BP	Bp PLC	8,762	$323,755

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,407,540	141,951	+1.8%	Shares	Sole	2026-08-07
2026-03-31	$23,663,158	139,474	+0.7%	Shares	Sole	2026-04-10
2025-12-31	$16,672,625	138,546	+8.2%	Shares	Sole	2026-01-16
2025-09-30	$14,439,554	128,067	+10.6%	Shares	Sole	2025-10-17
2025-06-30	$12,483,779	115,805	-10.9%	Shares	Sole	2025-07-16
2025-03-31	$15,456,499	129,963	-4.3%	Shares	Sole	2025-04-23
2024-12-31	$14,600,906	135,734	-2.4%	Shares	Sole	2025-01-22
2024-09-30	$16,300,027	139,055	-0.7%	Shares	Sole	2024-10-16
2024-06-30	$16,118,987	140,019	+9.2%	Shares	Sole	2024-08-02
2024-03-31	$14,903,479	128,213	+11.1%	Shares	Sole	2024-04-29
2023-12-31	$11,533,092	115,354	-1.3%	Shares	Sole	2024-01-29
2023-09-30	$13,745,102	116,900	+9.7%	Shares	Sole	2023-10-30
2023-03-31	$11,688,549	106,589	+2.3%	Shares	Sole	2023-05-03
2022-12-31	$11,497,451	104,238	+16.5%	Shares	Sole	2023-05-01
2022-09-30	$7,811,363	89,467	-2.0%	Shares	Sole	2022-12-13
2022-06-30	$7,819,360	91,305	+2.9%	Shares	Sole	2022-08-11
2022-03-31	$7,324,824	88,689	+8.0%	Shares	Sole	2022-05-16
2021-12-31	$5,024,494	82,113	+7.3%	Shares	Sole	2022-02-11
2021-06-30	$4,825,746	76,502	+3.5%	Shares	Sole	2021-07-19
2021-03-31	$4,126,339	73,909	+74.3%	Shares	Sole	2021-05-17
2020-12-31	$1,747,934	42,405	+16.1%	Shares	Sole	2021-01-28
2020-09-30	$1,253,731	36,520	+3.0%	Shares	Sole	2020-11-03
2020-06-30	$1,585,637	35,457	+6.1%	Shares	Sole	2020-07-29
2020-03-31	$1,268,615	33,411	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.