Florida Trust Wealth Management Co
Position in XOM — ExxonMobil Holdings Corp
CIK 1651023
SANIBEL, FL
Position in XOM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,728,836
-$7,110,650 QoQ
Shares Held
210,129
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#420
of 3,872 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $63,727,501 across 4 Oil & Gas Integrated names. XOM ranks #2 (45.1% of the industry book) .
All Filings in XOM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,728,836 | 210,129 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $35,839,486 | 211,243 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $20,891,384 | 173,603 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $16,452,705 | 145,922 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $16,348,085 | 151,652 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $18,400,848 | 154,720 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $17,471,841 | 162,423 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $19,435,544 | 165,804 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $19,249,905 | 167,216 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $19,380,345 | 166,727 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $17,309,637 | 173,131 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||