Avantra Family Wealth, Inc.
Position in XOM — ExxonMobil Holdings Corp
CIK 1774744
MECHANICSBURG, PA
Position in XOM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$329,358
-$79,183 QoQ
Shares Held
2,409
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,376
of 3,872 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $1,754,766 across 3 Oil & Gas Integrated names. XOM ranks #3 (18.8% of the industry book) .
All Filings in XOM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,358 | 2,409 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $408,541 | 2,408 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $297,119 | 2,469 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $278,154 | 2,467 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $265,727 | 2,465 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $302,082 | 2,540 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $272,905 | 2,537 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||