Keystone Financial Group

Position in XOM — ExxonMobil Holdings Corp

CIK 1729299 LEXINGTON, KY

Position in XOM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$6,545,743

-$2,481,017 QoQ

Shares Held

47,877

-10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#983

of 3,872 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Keystone Financial Group holds $11,558,535 across 3 Oil & Gas Integrated names. XOM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	47,877	$6,545,743
2	CVX	Chevron Corp	27,951	$4,633,157
3	SHEL	Shell plc	4,896	$379,635

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,545,743	47,877	-10.0%	Shares	Sole	2026-07-29
2026-03-31	$9,026,760	53,205	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$6,330,846	52,608	+4.0%	Shares	Sole	2026-02-06
2025-09-30	$5,705,713	50,605	+0.9%	Shares	Sole	2025-11-17
2025-06-30	$5,404,768	50,137	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$5,996,331	50,419	-2.0%	Shares	Sole	2025-05-13
2024-12-31	$5,533,078	51,437	+0.9%	Shares	Sole	2025-02-13
2024-09-30	$5,973,062	50,956	+2.3%	Shares	Sole	2025-02-19
2024-06-30	$5,735,393	49,821	+1.6%	Shares	Sole	2024-07-31
2024-03-31	$5,699,479	49,032	+8.7%	Shares	Sole	2024-05-08
2023-12-31	$4,507,798	45,087	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$5,301,682	45,090	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$4,921,166	45,885	-0.6%	Shares	Sole	2023-08-07
2022-12-31	$5,092,109	46,166	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$4,050,136	46,388	+2.0%	Shares	Sole	2022-11-10
2022-06-30	$3,896,620	45,500	-0.7%	Shares	Sole	2022-08-05
2022-03-31	$3,784,521	45,823	-1.6%	Shares	Sole	2022-05-13
2021-12-31	$2,850,536	46,585	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$2,768,539	47,068	+4.2%	Shares	Sole	2021-11-12
2021-06-30	$2,850,080	45,182	+1.0%	Shares	Sole	2021-08-13
2021-03-31	$2,496,438	44,715	+4.3%	Shares	Sole	2021-05-11
2020-12-31	$1,767,596	42,882	-17.8%	Shares	Sole	2021-02-10
2020-09-30	$1,790,206	52,147	+1.6%	Shares	Sole	2020-11-13
2020-06-30	$2,295,567	51,332	+4.1%	Shares	Sole	2020-08-13
2020-03-31	$1,872,034	49,303	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.