Position in XOM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$246,232
-$24,884 QoQ
Shares Held
1,801
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,587
of 3,884 holders
Holding Since
Dec 2020
15 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, 2026Phoenix Wealth Advisors holds $1,398,557 across 3 Oil & Gas Integrated names. XOM ranks #3 (17.6% of the industry book) .
All Filings in XOM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,232 | 1,801 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $271,116 | 1,598 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $335,205 | 2,973 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $298,498 | 2,769 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $329,198 | 2,768 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $278,283 | 2,587 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $304,772 | 2,600 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $690,950 | 6,002 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $375,571 | 3,231 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $323,035 | 3,231 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $403,416 | 3,431 | Shares | Sole | 2023-11-06 | |
| 2021-09-30 | $22,939 | 390 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,899 | 474 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $26,463 | 474 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $19,538 | 474 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||