Concord Wealth Partners

Position in XOM — ExxonMobil Holdings Corp

CIK 1814214 ABINGDON, VA

Position in XOM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,892,661

-$1,023,722 QoQ

Shares Held

35,786

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,172

of 3,872 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $8,243,126 across 5 Oil & Gas Integrated names. XOM ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	35,786	$4,892,661
2	CVX	Chevron Corp	19,772	$3,277,406
3	SHEL	Shell plc	464	$35,978
4	BP	Bp PLC	713	$26,345
5	SU	Suncor Energy Inc	200	$10,736

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,892,661	35,786	+2.6%	Shares	Sole	2026-07-27
2026-03-31	$5,916,383	34,872	-8.3%	Shares	Sole	2026-05-01
2025-12-31	$4,574,965	38,017	+1.6%	Shares	Sole	2026-01-29
2025-09-30	$4,217,639	37,407	+1.3%	Shares	Sole	2025-11-05
2025-06-30	$3,980,299	36,923	-5.8%	Shares	Sole	2025-07-25
2025-03-31	$4,661,699	39,197	-15.1%	Shares	Sole	2025-05-02
2024-12-31	$4,965,969	46,165	+11.2%	Shares	Sole	2025-01-24
2024-09-30	$4,864,395	41,498	+5.5%	Shares	Sole	2024-10-24
2024-06-30	$4,528,705	39,339	+3.7%	Shares	Sole	2024-07-31
2024-03-31	$4,408,169	37,923	+17.5%	Shares	Sole	2024-04-30
2023-12-31	$3,226,754	32,274	+34.6%	Shares	Sole	2024-04-30
2023-09-30	$2,819,215	23,977	-15.1%	Shares	Sole	2024-04-30
2023-06-30	$3,028,203	28,235	+62.1%	Shares	Sole	2023-08-08
2023-03-31	$1,910,057	17,418	+145.4%	Shares	Sole	2023-04-26
2022-12-31	$782,909	7,098	-24.3%	Shares	Sole	2023-01-30
2022-09-30	$818,967	9,380	-1.9%	Shares	Sole	2022-11-10
2022-06-30	$818,547	9,558	-1.2%	Shares	Sole	2022-08-04
2022-03-31	$798,727	9,671	-4.7%	Shares	Sole	2022-04-20
2021-12-31	$621,262	10,153	+96.1%	Shares	Sole	2022-01-21
2021-09-30	$304,569	5,178	-27.1%	Shares	Sole	2021-11-09
2021-06-30	$448,120	7,104	-10.3%	Shares	Sole	2021-07-29
2021-03-31	$442,117	7,919	-7.2%	Shares	Sole	2021-05-13
2020-12-31	$351,565	8,529	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.