Measured Wealth Private Client Group, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1720235 PORTSMOUTH, NH

Position in XOM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$667,467

-$239,535 QoQ

Shares Held

4,882

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,771

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $1,122,713 across 7 Oil & Gas Integrated names. XOM ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	4,882	$667,467
2	NFG	National Fuel Gas Co	2,725	$210,397
3	CVX	Chevron Corp	627	$103,931
4	IMO	Imperial Oil Ltd	600	$67,212
5	SHEL	Shell plc	347	$26,906
6	BP	Bp PLC	700	$25,865
7	SU	Suncor Energy Inc	390	$20,935

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,467	4,882	-8.7%	Shares	Sole	2026-08-10
2026-03-31	$907,002	5,346	-7.7%	Shares	Sole	2026-05-13
2025-12-31	$697,249	5,794	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$647,523	5,743	-7.8%	Shares	Sole	2025-11-14
2025-06-30	$671,809	6,232	+8.2%	Shares	Sole	2025-08-13
2025-03-31	$684,917	5,759	-22.8%	Shares	Sole	2025-05-12
2024-12-31	$802,257	7,458	+0.3%	Shares	Sole	2025-01-27
2024-09-30	$871,765	7,437	-14.7%	Shares	Sole	2024-10-28
2024-06-30	$1,003,501	8,717	-3.9%	Shares	Sole	2024-08-12
2024-03-31	$1,053,948	9,067	0.0%	Shares	Sole	2024-04-18
2023-12-31	$906,518	9,067	+0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,065,980	9,066	-4.4%	Shares	Sole	2023-10-18
2023-06-30	$1,017,588	9,488	-20.4%	Shares	Sole	2023-07-20
2023-03-31	$1,307,476	11,923	-0.4%	Shares	Sole	2023-05-01
2022-12-31	$1,319,739	11,965	+1.8%	Shares	Sole	2023-01-23
2022-09-30	$1,026,241	11,754	+0.2%	Shares	Sole	2022-10-27
2022-06-30	$1,004,300	11,727	-5.9%	Shares	Sole	2022-07-25
2022-03-31	$1,029,071	12,460	-2.6%	Shares	Sole	2022-05-03
2021-12-31	$783,048	12,797	-0.8%	Shares	Sole	2022-01-28
2021-09-30	$758,778	12,900	-67.0%	Shares	Sole	2021-11-01
2021-06-30	$2,468,005	39,125	-2.6%	Shares	Sole	2021-08-05
2021-03-31	$2,242,970	40,175	-1.6%	Shares	Sole	2021-05-04
2020-12-31	$1,682,311	40,813	+27.1%	Shares	Sole	2021-01-20
2020-09-30	$1,102,782	32,123	+36.7%	Shares	Sole	2020-10-15
2020-06-30	$1,051,188	23,506	+63.5%	Shares	Sole	2020-08-03
2020-03-31	$546,008	14,380	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.