Financial Gravity Asset Management, Inc.
Position in XOM — ExxonMobil Holdings Corp
CIK 1741736
Lakeway, TX
Position in XOM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,013,209
+$504,171 QoQ
Shares Held
5,972
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,980,647 across 8 Oil & Gas Integrated names. XOM ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
5,972 | $1,013,209 | |
| 2 | CVX |
Chevron Corp
|
3,774 | $780,840 | |
| 3 | BP |
Bp PLC
|
3,703 | $174,041 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
513 | $10,644 | |
| 5 | YPF |
Ypf Sociedad Anonima
|
21 | $970 | |
| 6 | IMO |
Imperial Oil Ltd
|
3 | $392 | |
| 7 | SHEL |
Shell plc
|
3 | $279 | |
| 8 | TTE |
TotalEnergies SE
|
3 | $272 |
All Filings in XOM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,013,209 | 5,972 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $509,038 | 4,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $504,556 | 4,475 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,080,597 | 9,086 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $104,874 | 911 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $129,026 | 1,110 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $110,877 | 1,109 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $786,281 | 9,269 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $61,346 | 572 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $57,679 | 526 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,133 | 110 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $167,090 | 1,914 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $176,760 | 2,064 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $164,496 | 1,992 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $37,320 | 610 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $411 | 7 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $68,756 | 1,090 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $232,084 | 4,157 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,401 | 34 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $6,263 | 165 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||