Independent Solutions Wealth Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1818391 Williamsville, NY

Position in XOM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,242,391

-$1,216,056 QoQ

Shares Held

38,344

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#1,123

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

Independent Solutions Wealth Management, LLC holds $13,660,816 across 4 Oil & Gas Integrated names. XOM ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	38,995	$6,463,811
2	XOM	ExxonMobil Holdings Corp This page	38,344	$5,242,391
3	NFG	National Fuel Gas Co	14,773	$1,140,623
4	TTE	TotalEnergies SE	10,468	$813,991

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,242,391	38,344	+0.7%	Shares	Sole	2026-07-29
2026-03-31	$6,458,447	38,067	-0.4%	Shares	Sole	2026-04-27
2025-12-31	$4,601,440	38,237	-1.2%	Shares	Sole	2026-02-05
2025-09-30	$4,362,297	38,690	+2.5%	Shares	Sole	2025-10-23
2025-06-30	$4,070,312	37,758	-1.5%	Shares	Sole	2025-07-23
2025-03-31	$4,559,776	38,340	-0.9%	Shares	Sole	2025-04-23
2024-12-31	$4,159,624	38,669	-0.9%	Shares	Sole	2025-02-11
2024-09-30	$4,576,151	39,039	-2.5%	Shares	Sole	2024-12-19
2024-06-30	$4,608,944	40,036	-5.5%	Shares	Sole	2024-12-19
2024-03-31	$4,925,902	42,377	+0.7%	Shares	Sole	2024-12-19
2023-12-31	$4,205,358	42,062	-1.7%	Shares	Sole	2024-12-19
2023-09-30	$5,031,483	42,792	+3.4%	Shares	Sole	2024-12-19
2023-06-30	$4,436,825	41,369	+0.3%	Shares	Sole	2024-12-19
2023-03-31	$4,523,146	41,247	-3.0%	Shares	Sole	2024-12-19
2022-12-31	$4,689,404	42,515	-1.0%	Shares	Sole	2024-12-19
2022-09-30	$3,751,099	42,963	-10.7%	Shares	Sole	2024-12-19
2022-06-30	$4,121,510	48,126	+5.1%	Shares	Sole	2024-12-19
2022-03-31	$3,782,043	45,793	-4.2%	Shares	Sole	2024-12-19
2021-12-31	$2,925,310	47,807	+9.4%	Shares	Sole	2024-12-19
2021-09-30	$2,570,845	43,707	+6.7%	Shares	Sole	2024-12-19
2021-06-30	$2,582,810	40,945	+4.9%	Shares	Sole	2024-12-19
2021-03-31	$2,179,268	39,034	+0.6%	Shares	Sole	2024-12-19
2020-12-31	$1,598,676	38,784	-0.8%	Shares	Sole	2024-12-19
2020-09-30	$1,342,131	39,095	+6.5%	Shares	Sole	2024-12-19
2020-06-30	$1,641,850	36,714	+6.3%	Shares	Sole	2024-12-19
2020-03-31	$1,310,876	34,524	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.