LIBERTY WEALTH MANAGEMENT LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1769302 OAKLAND, CA

Position in XOM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$874,734

-$210,750 QoQ

Shares Held

6,398

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,522

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

LIBERTY WEALTH MANAGEMENT LLC holds $4,713,915 across 3 Oil & Gas Integrated names. XOM ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	21,267	$3,525,217
2	XOM	ExxonMobil Holdings Corp This page	6,398	$874,734
3	BP	Bp PLC	8,497	$313,964

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$874,734	6,398	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,085,484	6,398	-6.3%	Shares	Sole	2026-05-12
2025-12-31	$821,320	6,825	+6.5%	Shares	Sole	2026-02-04
2025-09-30	$722,614	6,409	-0.0%	Shares	Sole	2025-10-31
2025-06-30	$691,213	6,412	+0.6%	Shares	Sole	2025-08-01
2025-03-31	$758,178	6,375	-10.1%	Shares	Sole	2025-05-12
2024-12-31	$762,778	7,091	+44.3%	Shares	Sole	2025-02-10
2024-09-30	$576,019	4,914	-96.4%	Shares	Sole	2024-11-04
2024-06-30	$449	138,337	+3552.9%	Shares	Sole	2024-08-07
2024-03-31	$440,200	3,787	-8.2%	Shares	Sole	2024-05-03
2023-12-31	$412,317	4,124	+1.0%	Shares	Sole	2024-02-09
2023-09-30	$480,196	4,084	+35.5%	Shares	Sole	2023-11-13
2023-06-30	$323,144	3,013	-12.3%	Shares	Sole	2023-08-10
2023-03-31	$376,791	3,436	-5.9%	Shares	Sole	2023-05-03
2022-09-30	$318,943	3,653	-8.9%	Shares	Sole	2022-11-15
2022-06-30	$343,416	4,010	+3.2%	Shares	Sole	2022-08-15
2022-03-31	$321,027	3,887	-2.2%	Shares	Sole	2022-05-09
2021-12-31	$243,230	3,975	-34.7%	Shares	Sole	2022-02-15
2021-09-30	$358,095	6,088	+42.4%	Shares	Sole	2021-11-15
2021-06-30	$269,667	4,275	-8.1%	Shares	Sole	2021-08-13
2021-03-31	$259,665	4,651	0.0%	Shares	Sole	2021-05-17
2020-12-31	$191,714	4,651	+40.6%	Shares	Sole	2021-02-09
2020-09-30	$113,597	3,309	-5.2%	Shares	Sole	2020-11-05
2020-06-30	$156,117	3,491	+6.1%	Shares	Sole	2020-08-04
2020-03-31	$124,959	3,291	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.