Golden State Wealth Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1776033 SANTA ANA, CA

Position in XOM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,480,404

-$368,381 QoQ

Shares Held

10,828

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,029

of 3,872 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $3,373,853 across 9 Oil & Gas Integrated names. XOM ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	10,828	$1,480,404
2	CVX	Chevron Corp	8,882	$1,472,280
3	BP	Bp PLC	4,177	$154,340
4	TTE	TotalEnergies SE	1,064	$82,736
5	SHEL	Shell plc	1,028	$79,711
6	SU	Suncor Energy Inc	1,065	$57,169
7	E	Eni Spa	617	$28,912
8	EQNR	Equinor ASA	315	$9,891

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,480,404	10,828	-0.6%	Shares	Sole	2026-07-22
2026-03-31	$1,848,785	10,897	+1.0%	Shares	Sole	2026-04-28
2025-12-31	$1,298,588	10,791	+1.6%	Shares	Sole	2026-02-13
2025-09-30	$1,197,968	10,625	+14.2%	Shares	Sole	2025-11-03
2025-06-30	$1,003,186	9,306	-3.7%	Shares	Sole	2025-08-06
2025-03-31	$1,148,744	9,659	+3.9%	Shares	Sole	2025-04-24
2024-12-31	$1,000,293	9,299	-13.0%	Shares	Sole	2025-01-28
2022-03-31	$883,052	10,692	-29.8%	Shares	Sole	2022-05-19
2021-12-31	$931,311	15,220	+16.8%	Shares	Sole	2022-02-14
2021-09-30	$766,483	13,031	+0.1%	Shares	Sole	2021-11-15
2021-06-30	$821,553	13,024	-5.9%	Shares	Sole	2021-08-12
2021-03-31	$772,966	13,845	+5.0%	Shares	Sole	2021-05-14
2020-12-31	$543,444	13,184	+9.2%	Shares	Sole	2021-01-28
2020-09-30	$414,431	12,072	+72.4%	Shares	Sole	2020-11-12
2020-06-30	$313,084	7,001	-44.4%	Shares	Sole	2020-08-11
2020-03-31	$477,928	12,587	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.