Valtinson Bruner Financial Planning LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1761450
NEW BRIGHTON, MN
Position in XOM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$226,545
-$83,084 QoQ
Shares Held
1,657
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,643
of 3,872 holders
Holding Since
Mar 2026
2 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, 2026Valtinson Bruner Financial Planning LLC holds $439,561 across 2 Oil & Gas Integrated names. XOM ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,657 | $226,545 | |
| 2 | BP |
Bp PLC
|
5,765 | $213,016 |
All Filings in XOM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,545 | 1,657 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $309,629 | 1,825 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||