Holistic Financial Partners

Position in XOM — ExxonMobil Holdings Corp

CIK 1729304 INDIANAPOLIS, IN

Position in XOM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$924,363

-$722,187 QoQ

Shares Held

6,761

-30.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#2,467

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

Holistic Financial Partners holds $1,847,259 across 4 Oil & Gas Integrated names. XOM ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	6,761	$924,363
2	IMO	Imperial Oil Ltd	3,954	$442,927
3	CVX	Chevron Corp	1,568	$259,911
4	SHEL	Shell plc	2,838	$220,058

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$924,363	6,761	-30.3%	Shares	Sole	2026-07-23
2026-03-31	$1,646,550	9,705	-5.0%	Shares	Sole	2026-05-05
2025-12-31	$1,229,995	10,221	-1.2%	Shares	Sole	2026-01-07
2025-09-30	$1,165,947	10,341	+2.5%	Shares	Sole	2025-11-07
2025-06-30	$1,087,917	10,092	+6.7%	Shares	Sole	2025-08-05
2025-03-31	$1,124,958	9,459	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$1,015,245	9,438	+5.3%	Shares	Sole	2025-02-04
2024-09-30	$1,050,173	8,959	+2.1%	Shares	Sole	2024-11-07
2024-06-30	$1,010,062	8,774	+8.9%	Shares	Sole	2024-07-30
2024-03-31	$936,429	8,056	+5.9%	Shares	Sole	2024-05-08
2023-12-31	$760,247	7,604	+20.3%	Shares	Sole	2024-02-14
2023-09-30	$743,105	6,320	+2.2%	Shares	Sole	2023-11-08
2023-06-30	$663,341	6,185	+2.2%	Shares	Sole	2023-08-09
2023-03-31	$663,443	6,050	+0.8%	Shares	Sole	2023-05-04
2022-12-31	$661,800	6,000	-0.2%	Shares	Sole	2023-02-07
2022-06-30	$515,038	6,014	-5.2%	Shares	Sole	2022-08-02
2022-03-31	$524,116	6,346	-18.8%	Shares	Sole	2022-05-13
2021-12-31	$478,077	7,813	+5.8%	Shares	Sole	2022-02-11
2021-09-30	$434,503	7,387	+7.5%	Shares	Sole	2021-11-12
2021-06-30	$433,296	6,869	-5.7%	Shares	Sole	2021-08-13
2021-03-31	$406,554	7,282	-1.6%	Shares	Sole	2021-05-11
2020-12-31	$305,192	7,404	-0.2%	Shares	Sole	2021-02-10
2020-09-30	$254,728	7,420	-2.1%	Shares	Sole	2020-11-13
2020-06-30	$338,977	7,580	+4.4%	Shares	Sole	2020-08-13
2020-03-31	$275,662	7,260	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.