Pinnacle Wealth Planning Services, Inc.
Position in XOM — ExxonMobil Holdings Corp
CIK 1726752
MANSFIELD, OH
Position in XOM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,208,955
-$727,326 QoQ
Shares Held
23,471
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,432
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $5,697,647 across 12 Oil & Gas Integrated names. XOM ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
23,471 | $3,208,955 | |
| 2 | CVX |
Chevron Corp
|
5,692 | $943,505 | |
| 3 | SHEL |
Shell plc
|
5,838 | $452,678 | |
| 4 | BP |
Bp PLC
|
9,271 | $342,563 | |
| 5 | TTE |
TotalEnergies SE
|
2,994 | $232,813 | |
| 6 | SU |
Suncor Energy Inc
|
3,952 | $212,143 | |
| 7 | EQNR |
Equinor ASA
|
3,252 | $102,112 | |
| 8 | E |
Eni Spa
|
1,638 | $76,756 |
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,208,955 | 23,471 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,936,281 | 23,201 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,957,235 | 24,574 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,678,601 | 23,757 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,463,014 | 22,848 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,724,091 | 22,905 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,290,595 | 21,294 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,338,777 | 28,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,296,921 | 28,639 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,842,997 | 24,458 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,358,828 | 23,593 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,838,146 | 24,138 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,599,418 | 24,237 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,007,205 | 27,423 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,839,121 | 25,740 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,185,369 | 25,030 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,155,558 | 25,170 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,930,293 | 23,372 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,834,870 | 46,329 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,600,961 | 44,219 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,779,557 | 44,064 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,451,160 | 43,904 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,766,977 | 42,867 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,115,106 | 32,482 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,232,402 | 139,365 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $280,901 | 7,398 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||