Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,878
-$169,380 QoQ
Shares Held
43
-95.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,855
of 3,866 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, 2026IAG Wealth Partners, LLC holds $289,039 across 4 Oil & Gas Integrated names. XOM ranks #3 (2.0% of the industry book) .
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,878 | 43 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $175,258 | 1,033 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $164,504 | 1,367 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $149,506 | 1,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $142,942 | 1,326 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $157,701 | 1,326 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $142,637 | 1,326 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $62,243 | 531 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $106,370 | 924 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $214,230 | 1,843 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $23,495 | 235 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $31,864 | 271 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $25,203 | 235 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $47,702 | 435 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $22,060 | 200 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $17,462 | 200 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $17,128 | 200 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,518 | 200 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $36,714 | 600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,292 | 600 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $37,848 | 600 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $33,498 | 600 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $24,732 | 600 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $26,949 | 785 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $44,585 | 997 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $41,539 | 1,094 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||