Foundations Investment Advisors, LLC

Endowment

Position in XOM — ExxonMobil Holdings Corp

CIK 1743404 PHOENIX, AZ

Position in XOM

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

Position Value

$29,155,402

-$4,297,137 QoQ

Shares Held

213,249

+8.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#417

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $41,227,112 across 5 Oil & Gas Integrated names. XOM ranks #1 (70.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	213,249	$29,155,402
2	CVX	Chevron Corp	63,741	$10,565,707
3	BP	Bp PLC	17,313	$639,715
4	TTE	TotalEnergies SE	6,047	$470,214
5	SHEL	Shell plc	5,108	$396,074

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,155,402	213,249	+8.2%	Shares	Sole	2026-08-14
2026-03-31	$33,452,539	197,174	+7.3%	Shares	Other	2026-05-11
2025-12-31	$22,118,369	183,799	-1.0%	Shares	Sole	2026-02-10
2025-09-30	$20,941,057	185,730	+2.1%	Shares	Sole	2025-11-03
2025-06-30	$19,607,093	181,884	-7.5%	Shares	Sole	2025-08-08
2025-03-31	$23,375,334	196,547	-34.5%	Shares	Other	2025-05-07
2024-12-31	$32,257,446	299,874	+15.3%	Shares	Sole	2025-01-22
2024-09-30	$30,498,416	260,181	+32.5%	Shares	Sole	2024-10-21
2024-06-30	$22,608,992	196,395	+20.6%	Shares	Sole	2024-08-02
2024-03-31	$18,936,890	162,912	+6.3%	Shares	Sole	2024-05-13
2023-12-31	$15,318,035	153,211	+25.0%	Shares	Sole	2024-02-08
2023-09-30	$14,410,839	122,562	+23.6%	Shares	Sole	2023-10-05
2023-06-30	$10,639,092	99,199	+22.4%	Shares	Sole	2023-07-19
2023-03-31	$8,887,285	81,044	+16.1%	Shares	Sole	2023-04-25
2022-12-31	$7,697,175	69,784	+123.4%	Shares	Sole	2023-01-11
2022-09-30	$2,727,651	31,241	+42.8%	Shares	Sole	2022-10-19
2022-06-30	$1,873,888	21,881	+38.6%	Shares	Sole	2022-07-08
2022-03-31	$1,303,517	15,783	+30.0%	Shares	Sole	2022-04-19
2021-12-31	$742,846	12,140	+8.5%	Shares	Sole	2022-01-21
2021-09-30	$658,136	11,189	+4.2%	Shares	Sole	2021-10-13
2021-06-30	$677,479	10,740	-3.7%	Shares	Sole	2021-07-14
2021-03-31	$622,616	11,152	+13.8%	Shares	Sole	2021-04-09
2020-12-31	$403,997	9,801	-65.8%	Shares	Sole	2021-01-13
2020-09-30	$983,142	28,638	+4.1%	Shares	Sole	2020-10-07
2020-06-30	$1,230,336	27,512	-12.6%	Shares	Sole	2020-07-08
2020-03-31	$1,194,801	31,467	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.