IBEX WEALTH ADVISORS

Position in XOM — Exxon Mobil Corp

CIK 1686242 BEDMINSTER, NJ

Position in XOM

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$15,026,107

+$14,308,905 QoQ

Shares Held

88,566

+1292.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 14.208612785944947.ToString("F0")% Shared 0.ToString("F0")% None 85.79138721405506.ToString("F0")%

Energy · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $50,560,636 across 4 Oil & Gas Integrated names. XOM ranks #1 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	Exxon Mobil Corp This page	88,566	$15,026,107
2	SHEL	Shell plc	161,017	$14,974,581
3	CVX	Chevron Corp	56,559	$11,702,057
4	NFG	National Fuel Gas Co	94,273	$8,857,891

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,026,107	88,566	+1292.3%	Shares	Sole	2026-04-30
2025-09-30	$717,202	6,361	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$696,172	6,458	-29.5%	Shares	Sole	2025-08-07
2024-12-31	$984,803	9,155	+27.8%	Shares	Sole	2025-01-23
2024-06-30	$824,489	7,162	-76.4%	Shares	Sole	2024-08-06
2024-03-31	$3,527,070	30,343	+606760.0%	Shares	Sole	2024-04-18
2023-12-31	$499	5	-100.0%	Shares	Sole	2024-01-29
2023-09-30	$3,434,511	29,210	-1.5%	Shares	Sole	2023-11-07
2023-03-31	$3,250,432	29,641	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$3,346,832	30,343	-0.8%	Shares	Sole	2023-02-06
2022-09-30	$2,671,511	30,598	-17.3%	Shares	Sole	2022-10-31
2022-06-30	$3,169,793	37,013	-1.9%	Shares	Sole	2022-08-16
2022-03-31	$3,115,790	37,726	+755.5%	Shares	Sole	2022-05-16
2021-12-31	$269,847	4,410	+8.8%	Shares	Sole	2022-02-22
2021-09-30	$238,456	4,054	+2.6%	Shares	Sole	2021-11-12
2021-06-30	$249,229	3,951	—	Shares	Sole	2021-08-20
No filing history on record for this holder in this stock.