Winch Advisory Services, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1585822 Appleton, WI

Position in XOM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$920,535

-$200,238 QoQ

Shares Held

6,733

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,470

of 3,870 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Winch Advisory Services, LLC holds $2,677,921 across 6 Oil & Gas Integrated names. XOM ranks #2 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,985	$1,157,833
2	XOM	ExxonMobil Holdings Corp This page	6,733	$920,535
3	BP	Bp PLC	13,581	$501,817
4	IMO	Imperial Oil Ltd	430	$48,168
5	SHEL	Shell plc	543	$42,104
6	TTE	TotalEnergies SE	96	$7,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$920,535	6,733	+1.9%	Shares	Sole	2026-08-06
2026-03-31	$1,120,773	6,606	-1.2%	Shares	Sole	2026-04-30
2025-12-31	$804,472	6,685	-0.9%	Shares	Sole	2026-02-03
2025-09-30	$760,949	6,749	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$723,122	6,708	+1.1%	Shares	Sole	2025-08-07
2025-03-31	$788,743	6,632	+3.3%	Shares	Sole	2025-05-06
2024-12-31	$690,491	6,419	+27.9%	Shares	Sole	2025-01-14
2024-09-30	$588,444	5,020	+2.0%	Shares	Sole	2024-10-21
2024-06-30	$566,620	4,922	+12.2%	Shares	Sole	2024-07-31
2024-03-31	$509,712	4,385	+41.5%	Shares	Sole	2024-05-14
2023-12-31	$309,738	3,098	+5.0%	Shares	Sole	2024-01-18
2023-09-30	$346,861	2,950	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$314,671	2,934	+14.0%	Shares	Sole	2023-08-08
2023-03-31	$282,155	2,573	+0.6%	Shares	Sole	2023-05-10
2022-12-31	$282,037	2,557	+76.0%	Shares	Sole	2023-01-26
2022-09-30	$126,861	1,453	+5.1%	Shares	Sole	2022-10-31
2022-06-30	$118,440	1,383	+15.1%	Shares	Sole	2022-08-12
2022-03-31	$99,273	1,202	-5.1%	Shares	Sole	2022-04-26
2021-12-31	$77,527	1,267	-13.4%	Shares	Sole	2022-02-04
2021-09-30	$86,053	1,463	+5.4%	Shares	Sole	2021-11-10
2021-06-30	$87,555	1,388	+1.2%	Shares	Sole	2021-08-05
2021-03-31	$76,598	1,372	+3.5%	Shares	Sole	2021-05-03
2020-12-31	$54,616	1,325	-5.2%	Shares	Sole	2021-02-09
2020-09-30	$47,993	1,398	-16.0%	Shares	Sole	2020-11-04
2020-06-30	$74,458	1,665	+1.3%	Shares	Sole	2020-08-12
2020-03-31	$62,422	1,644	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.