Successful Portfolios LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1721780 CLEARWATER, FL

Position in XOM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$985,614

-$244,760 QoQ

Shares Held

7,209

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,405

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Successful Portfolios LLC holds $2,294,312 across 4 Oil & Gas Integrated names. XOM ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	7,209	$985,614
2	CVX	Chevron Corp	4,673	$774,596
3	SHEL	Shell plc	3,804	$294,962
4	BP	Bp PLC	6,472	$239,140

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$985,614	7,209	-0.6%	Shares	Sole	2026-07-14
2026-03-31	$1,230,374	7,252	-22.1%	Shares	Sole	2026-04-13
2025-12-31	$1,120,245	9,309	+5.5%	Shares	Sole	2026-01-23
2025-09-30	$994,455	8,820	+1.8%	Shares	Sole	2025-10-15
2025-06-30	$934,194	8,666	-0.8%	Shares	Sole	2025-07-21
2025-03-31	$1,038,972	8,736	0.0%	Shares	Sole	2025-04-11
2024-12-31	$939,731	8,736	-0.0%	Shares	Sole	2025-01-16
2024-09-30	$1,024,502	8,740	-1.1%	Shares	Sole	2024-10-09
2024-06-30	$1,017,660	8,840	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$1,025,818	8,825	-5.5%	Shares	Sole	2024-04-18
2023-12-31	$933,213	9,334	+3.5%	Shares	Sole	2024-01-18
2023-09-30	$1,060,218	9,017	-0.1%	Shares	Sole	2023-10-11
2023-06-30	$967,716	9,023	-6.7%	Shares	Sole	2023-07-20
2023-03-31	$1,060,741	9,673	-1.8%	Shares	Sole	2023-04-24
2022-12-31	$1,086,124	9,847	0.0%	Shares	Sole	2023-01-27
2022-09-30	$859,741	9,847	+0.3%	Shares	Sole	2022-10-12
2022-06-30	$841,156	9,822	-13.9%	Shares	Sole	2022-07-22
2022-03-31	$942,104	11,407	0.0%	Shares	Sole	2022-04-21
2021-12-31	$697,994	11,407	+0.7%	Shares	Sole	2022-01-26
2021-09-30	$666,254	11,327	-1.7%	Shares	Sole	2021-10-14
2021-06-30	$727,123	11,527	+0.4%	Shares	Sole	2021-07-23
2021-03-31	$640,760	11,477	-1.0%	Shares	Sole	2021-04-20
2020-12-31	$478,028	11,597	-11.8%	Shares	Sole	2021-02-02
2020-09-30	$451,233	13,144	+3.9%	Shares	Sole	2020-10-13
2020-06-30	$565,484	12,645	-17.3%	Shares	Sole	2020-07-13
2020-03-31	$580,447	15,287	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.