Center for Financial Planning, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 1803557 SOUTHFIED, MI

Position in XOM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,037,128

-$608,889 QoQ

Shares Held

14,900

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#1,773

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

Center for Financial Planning, Inc. holds $4,152,769 across 6 Oil & Gas Integrated names. XOM ranks #1 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	14,900	$2,037,128
2	CVX	Chevron Corp	12,258	$2,031,886
3	BP	Bp PLC	1,210	$44,709
4	TTE	TotalEnergies SE	200	$15,552
5	NFG	National Fuel Gas Co	200	$15,442
6	SU	Suncor Energy Inc	150	$8,052

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,037,128	14,900	-4.5%	Shares	Sole	2026-07-21
2026-03-31	$2,646,017	15,596	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$1,887,051	15,681	+1.4%	Shares	Sole	2026-02-05
2025-09-30	$1,743,678	15,465	+7.1%	Shares	Sole	2025-11-06
2025-06-30	$1,556,416	14,438	-1.4%	Shares	Sole	2025-08-04
2025-03-31	$1,740,897	14,638	0.0%	Shares	Sole	2025-04-22
2024-12-31	$1,574,609	14,638	-1.7%	Shares	Sole	2025-01-30
2024-09-30	$1,744,702	14,884	-5.3%	Shares	Sole	2024-10-16
2024-06-30	$1,809,571	15,719	+0.4%	Shares	Sole	2024-07-18
2024-03-31	$1,820,667	15,663	+0.4%	Shares	Sole	2024-04-25
2023-12-31	$1,559,787	15,601	-1.0%	Shares	Sole	2024-01-29
2023-09-30	$1,852,002	15,751	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$1,706,562	15,912	-0.3%	Shares	Sole	2023-08-09
2023-03-31	$1,750,392	15,962	+1.9%	Shares	Sole	2023-05-02
2022-12-31	$1,727,518	15,662	+0.4%	Shares	Sole	2023-01-27
2022-09-30	$1,361,948	15,599	+14.3%	Shares	Sole	2022-10-14
2022-06-30	$1,168,729	13,647	-0.5%	Shares	Sole	2022-08-12
2022-03-31	$1,132,887	13,717	+7.9%	Shares	Sole	2022-05-03
2021-12-31	$778,153	12,717	+2.7%	Shares	Sole	2022-02-08
2021-09-30	$728,426	12,384	+1.5%	Shares	Sole	2021-11-17
2021-06-30	$769,828	12,204	0.0%	Shares	Sole	2021-07-29
2021-03-31	$681,349	12,204	-0.9%	Shares	Sole	2021-05-10
2020-12-31	$507,789	12,319	-0.0%	Shares	Sole	2021-02-09
2020-09-30	$423,082	12,324	-8.4%	Shares	Sole	2020-11-12
2020-06-30	$601,975	13,461	-20.4%	Shares	Sole	2020-08-06
2020-03-31	$641,920	16,906	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.