Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,490,384
-$107,134 QoQ
Shares Held
10,901
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,023
of 3,870 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Insight Wealth Partners, LLC holds $2,871,164 across 2 Oil & Gas Integrated names. XOM ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
10,901 | $1,490,384 | |
| 2 | CVX |
Chevron Corp
|
8,330 | $1,380,780 |
All Filings in XOM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,490,384 | 10,901 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,597,518 | 9,416 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,104,239 | 9,176 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,119,494 | 9,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,008,900 | 9,359 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,094,631 | 9,204 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $985,448 | 9,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,075,024 | 9,171 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $898,856 | 7,808 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $865,058 | 7,442 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $743,751 | 7,439 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $891,844 | 7,585 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $813,169 | 7,582 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $831,113 | 7,579 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $835,632 | 7,576 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $917,278 | 10,506 | Shares | Sole | 2022-12-01 | |
| 2022-06-30 | $959,424 | 11,203 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $842,418 | 10,200 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $623,893 | 10,196 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $292,747 | 4,977 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $315,526 | 5,002 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $278,982 | 4,997 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $205,770 | 4,992 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||