MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1607355
GLASTONBURY, CT
Position in XOM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$239,533
-$57,711 QoQ
Shares Held
1,752
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,595
of 3,866 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $385,066 across 4 Oil & Gas Integrated names. XOM ranks #1 (62.2% of the industry book) .
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,533 | 1,752 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $297,244 | 1,752 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $234,903 | 1,952 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $225,725 | 2,002 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $279,094 | 2,589 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $358,455 | 3,014 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $268,064 | 2,492 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $292,112 | 2,492 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,879 | 2,492 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $324,542 | 2,792 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $299,140 | 2,992 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $351,799 | 2,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $331,617 | 3,092 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $317,136 | 2,892 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $318,987 | 2,892 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $252,500 | 2,892 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $264,798 | 3,092 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $255,368 | 3,092 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $189,199 | 3,092 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $107,170 | 1,822 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $155,807 | 2,470 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $133,489 | 2,391 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $119,167 | 2,891 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $153,764 | 4,479 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $200,300 | 4,479 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $219,428 | 5,779 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||