Position in XOM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$250,471
-$60,346 QoQ
Shares Held
1,832
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
12.94%
of 13F equity value
Holder Rank
#3,562
of 3,872 holders
Holding Since
Dec 2020
12 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, 2026Safir Wealth Advisors, LLC holds $452,107 across 2 Oil & Gas Integrated names. XOM ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,832 | $250,471 | |
| 2 | IMO |
Imperial Oil Ltd
|
1,800 | $201,636 |
All Filings in XOM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,471 | 1,832 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $310,817 | 1,832 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $220,462 | 1,832 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $206,558 | 1,832 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $217,879 | 1,832 | Shares | Sole | 2025-04-11 | |
| 2024-09-30 | $214,747 | 1,832 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $210,899 | 1,832 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $212,951 | 1,832 | Shares | Sole | 2024-04-15 | |
| 2023-09-30 | $215,406 | 1,832 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $200,897 | 1,832 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $221,372 | 2,007 | Shares | Sole | 2023-01-25 | |
| 2020-12-31 | $55,234 | 1,340 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||