SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1794153 MINNEAPOLIS, MN

Position in XOM

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

Position Value

$697,135

-$162,871 QoQ

Shares Held

5,099

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,734

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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,763,050 across 5 Oil & Gas Integrated names. XOM ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	6,811	$1,128,991
2	XOM	ExxonMobil Holdings Corp This page	5,099	$697,135
3	EQNR	Equinor ASA	11,350	$356,390
4	BP	Bp PLC	9,568	$353,537
5	NFG	National Fuel Gas Co	2,940	$226,997

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$697,135	5,099	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$860,006	5,069	0.0%	Shares	Sole	2026-05-08
2025-12-31	$610,003	5,069	+3.6%	Shares	Sole	2026-02-09
2025-09-30	$551,911	4,895	-1.5%	Shares	Sole	2025-11-07
2025-06-30	$535,550	4,968	0.0%	Shares	Sole	2025-08-08
2025-03-31	$590,844	4,968	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$532,579	4,951	-0.6%	Shares	Sole	2025-02-07
2024-09-30	$583,638	4,979	-5.1%	Shares	Sole	2024-11-08
2024-06-30	$603,689	5,244	0.0%	Shares	Sole	2024-08-02
2024-03-31	$609,562	5,244	0.0%	Shares	Sole	2024-05-03
2023-12-31	$524,295	5,244	-4.0%	Shares	Sole	2024-02-05
2023-09-30	$642,574	5,465	+1.3%	Shares	Sole	2023-11-03
2023-06-30	$578,613	5,395	-0.2%	Shares	Sole	2023-08-11
2023-03-31	$592,712	5,405	0.0%	Shares	Sole	2023-04-27
2022-12-31	$596,171	5,405	+4.2%	Shares	Sole	2023-02-09
2022-09-30	$452,702	5,185	-1.2%	Shares	Sole	2022-11-04
2022-06-30	$449,610	5,250	-69.4%	Shares	Sole	2022-08-09
2022-03-31	$1,418,070	17,170	-0.9%	Shares	Sole	2022-05-11
2021-12-31	$1,060,422	17,330	+0.8%	Shares	Sole	2022-02-08
2021-09-30	$1,011,704	17,200	-1.2%	Shares	Sole	2021-10-21
2021-06-30	$1,097,781	17,403	+1.1%	Shares	Sole	2021-07-28
2021-03-31	$961,336	17,219	+1.4%	Shares	Sole	2021-05-07
2020-12-31	$699,956	16,981	-23.7%	Shares	Sole	2021-02-12
2020-09-30	$763,945	22,253	+12.0%	Shares	Sole	2020-11-03
2020-06-30	$888,675	19,872	+2.1%	Shares	Sole	2020-07-15
2020-03-31	$738,706	19,455	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.