Prestige Wealth Management Group LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1772715 FLEMINGTON, NJ

Position in XOM

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

Position Value

$4,019,841

-$400,650 QoQ

Shares Held

29,402

+12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#1,289

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

Prestige Wealth Management Group LLC holds $4,435,530 across 5 Oil & Gas Integrated names. XOM ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	29,402	$4,019,841
2	CVX	Chevron Corp	1,572	$260,574
3	NFG	National Fuel Gas Co	1,700	$131,257
4	SHEL	Shell plc	200	$15,508
5	BP	Bp PLC	226	$8,350

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,019,841	29,402	+12.8%	Shares	Other	2026-08-14
2026-03-31	$4,420,491	26,055	+0.8%	Shares	Other	2026-05-13
2025-12-31	$3,110,667	25,849	+1.3%	Shares	Other	2026-02-11
2025-09-30	$2,876,477	25,512	+0.9%	Shares	Other	2026-02-20
2025-06-30	$2,725,183	25,280	+6.3%	Shares	Other	2026-02-20
2025-03-31	$2,829,581	23,792	-6.0%	Shares	Other	2026-02-20
2024-12-31	$2,723,886	25,322	+1.2%	Shares	Other	2026-02-20
2024-09-30	$2,932,375	25,016	-0.4%	Shares	Other	2026-02-20
2024-06-30	$2,891,237	25,115	-13.0%	Shares	Other	2026-02-20
2024-03-31	$3,355,267	28,865	+0.4%	Shares	Sole	2024-04-26
2023-12-31	$2,873,424	28,740	-2.4%	Shares	Other	2024-04-26
2023-09-30	$3,462,377	29,447	+0.4%	Shares	Sole	2024-04-26
2023-06-30	$3,146,392	29,337	+19.2%	Shares	Sole	2024-04-26
2023-03-31	$2,698,512	24,608	-0.0%	Shares	Other	2024-04-26
2022-12-31	$2,714,482	24,610	-9.4%	Shares	Sole	2023-02-08
2022-09-30	$2,372,037	27,168	-0.0%	Shares	Other	2022-11-01
2022-06-30	$2,327,266	27,175	-6.2%	Shares	Sole	2022-08-10
2022-03-31	$2,391,723	28,959	-49.8%	Shares	Other	2022-05-05
2021-12-31	$3,531,396	57,712	-6.5%	Shares	Other	2022-02-15
2021-09-30	$3,629,781	61,710	+9.3%	Shares	Other	2021-11-12
2021-06-30	$3,562,126	56,470	-1.8%	Shares	Other	2021-08-12
2021-03-31	$3,210,671	57,508	+77.7%	Shares	Other	2021-05-13
2020-12-31	$1,334,331	32,371	+0.9%	Shares	Other	2021-02-17
2020-09-30	$1,101,615	32,089	-8.1%	Shares	Sole	2020-10-26
2020-06-30	$1,560,862	34,903	+3.1%	Shares	Sole	2020-08-13
2020-03-31	$1,285,588	33,858	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.