Occidental Asset Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1770994 Burlingame, CA

Position in XOM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,824,938

-$561,499 QoQ

Shares Held

13,348

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,869

of 3,872 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Occidental Asset Management, LLC holds $4,613,220 across 4 Oil & Gas Integrated names. XOM ranks #1 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	13,348	$1,824,938
2	NFG	National Fuel Gas Co	13,016	$1,004,965
3	CVX	Chevron Corp	5,826	$965,717
4	SU	Suncor Energy Inc	15,231	$817,600

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,938	13,348	-5.1%	Shares	Sole	2026-08-07
2026-03-31	$2,386,437	14,066	+8.7%	Shares	Sole	2026-04-16
2025-12-31	$1,556,718	12,936	-6.9%	Shares	Sole	2026-01-08
2025-09-30	$1,566,661	13,895	+7.6%	Shares	Sole	2025-10-29
2025-06-30	$1,392,129	12,914	-1.9%	Shares	Sole	2025-07-14
2025-03-31	$1,565,713	13,165	+14.1%	Shares	Sole	2025-05-15
2024-12-31	$1,240,927	11,536	-0.8%	Shares	Sole	2025-01-15
2024-09-30	$1,363,385	11,631	+9.5%	Shares	Sole	2024-10-15
2024-06-30	$1,223,265	10,626	+4.9%	Shares	Sole	2024-07-15
2024-03-31	$1,176,930	10,125	-1.5%	Shares	Sole	2024-04-16
2023-12-31	$1,027,794	10,280	+6.5%	Shares	Sole	2024-01-19
2023-09-30	$1,134,882	9,652	+0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,034,748	9,648	-3.2%	Shares	Sole	2023-07-12
2023-03-31	$1,092,542	9,963	+6.7%	Shares	Sole	2023-05-11
2022-12-31	$1,029,981	9,338	+1.4%	Shares	Sole	2023-01-24
2022-09-30	$804,125	9,210	+2.3%	Shares	Sole	2022-11-08
2022-06-30	$770,931	9,002	+1.2%	Shares	Sole	2022-07-18
2022-03-31	$734,472	8,893	+2.7%	Shares	Sole	2022-05-04
2021-12-31	$529,660	8,656	+0.0%	Shares	Sole	2022-02-01
2021-09-30	$508,969	8,653	+0.0%	Shares	Sole	2021-11-03
2021-06-30	$545,642	8,650	+0.0%	Shares	Sole	2021-08-17
2021-03-31	$482,762	8,647	+0.0%	Shares	Sole	2021-05-06
2020-12-31	$356,346	8,645	-2.8%	Shares	Sole	2021-01-28
2020-09-30	$305,228	8,891	+0.0%	Shares	Sole	2020-11-10
2020-06-30	$397,426	8,887	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.