IBEX WEALTH ADVISORS

Position in XOM — ExxonMobil Holdings Corp

CIK 1686242 BEDMINSTER, NJ

Position in XOM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,220,443

-$2,805,664 QoQ

Shares Held

89,383

+0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#684

of 3,884 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $41,999,590 across 4 Oil & Gas Integrated names. XOM ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHEL	Shell plc	164,192	$12,731,447
2	XOM	ExxonMobil Holdings Corp This page	89,383	$12,220,443
3	CVX	Chevron Corp	57,598	$9,547,444
4	NFG	National Fuel Gas Co	97,141	$7,500,256

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,220,443	89,383	+0.9%	Shares	Sole	2026-07-27
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.