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Key Financial Inc

Position in XOM — ExxonMobil Holdings Corp

CIK 1801720 WEST CHESTER, PA

Position in XOM

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$9,940,364
+$1,902,722 QoQ
Shares Held
72,706
+53.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.81%
of 13F equity value
Holder Rank
#756
of 3,861 holders
Holding Since
Mar 2020
26 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, 2026

Key Financial Inc holds $11,606,230 across 5 Oil & Gas Integrated names. XOM ranks #1 (85.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 XOM
ExxonMobil Holdings Corp
This page
72,706 $9,940,364

All Filings in XOM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,940,364 72,706
2026-03-31 $8,037,642 47,375
2025-12-31 $5,761,518 47,877
2025-09-30 $5,516,181 48,924
2025-06-30 $5,294,058 49,110
2025-03-31 $5,857,540 49,252
2024-12-31 $5,406,898 50,264
2024-09-30 $5,937,427 50,652
2024-06-30 $5,835,087 50,687
2024-03-31 $5,972,876 51,384
2023-12-31 $5,352,429 53,535
2023-09-30 $6,300,053 53,581
2023-06-30 $5,633,199 52,524
2023-03-31 $5,832,486 53,187
2022-12-31 $5,953,332 53,974
2022-09-30 $4,712,469 53,974
2022-06-30 $3,363,853 39,279
2022-03-31 $3,172,777 38,416
2021-12-31 $2,705,760 44,219
2021-09-30 $2,641,429 44,907
2021-06-30 $2,837,906 44,989
2021-03-31 $2,393,432 42,870
2020-12-31 $1,722,583 41,790
2020-09-30 $1,444,709 42,083
2020-06-30 $1,895,412 42,384
2020-03-31 $1,624,888 42,794