IVC Wealth Advisors LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1842811 SILVERDALE, PA

Position in XOM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$942,547

-$229,124 QoQ

Shares Held

6,894

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#2,439

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

IVC Wealth Advisors LLC holds $1,819,816 across 3 Oil & Gas Integrated names. XOM ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	6,894	$942,547
2	CVX	Chevron Corp	3,092	$512,529
3	NFG	National Fuel Gas Co	4,724	$364,740

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,547	6,894	-0.2%	Shares	Sole	2026-07-14
2026-03-31	$1,171,671	6,906	-15.9%	Shares	Sole	2026-04-16
2025-12-31	$988,472	8,214	+0.4%	Shares	Sole	2026-01-16
2025-09-30	$922,182	8,179	-2.1%	Shares	Sole	2025-10-09
2025-06-30	$900,776	8,356	-0.5%	Shares	Sole	2025-07-22
2025-03-31	$998,655	8,397	+33.7%	Shares	Sole	2025-04-08
2024-12-31	$675,432	6,279	-37.0%	Shares	Sole	2025-01-17
2024-09-30	$1,168,331	9,967	+36.3%	Shares	Sole	2024-10-24
2024-06-30	$841,757	7,312	-10.3%	Shares	Sole	2024-07-16
2024-03-31	$947,356	8,150	+8.7%	Shares	Sole	2024-04-19
2023-12-31	$749,949	7,501	-2.9%	Shares	Sole	2024-01-10
2023-09-30	$908,658	7,728	+0.8%	Shares	Sole	2023-10-05
2023-06-30	$822,071	7,665	-8.8%	Shares	Sole	2023-07-13
2023-03-31	$921,801	8,406	+0.5%	Shares	Sole	2023-04-13
2022-12-31	$922,880	8,367	+8.0%	Shares	Sole	2023-01-17
2022-09-30	$676,652	7,750	-2.4%	Shares	Sole	2022-10-12
2022-06-30	$679,724	7,937	+5.5%	Shares	Sole	2022-07-11
2022-03-31	$621,159	7,521	+13.3%	Shares	Sole	2022-04-27
2021-12-31	$406,362	6,641	+1.5%	Shares	Sole	2022-01-13
2021-09-30	$384,976	6,545	+5.1%	Shares	Sole	2021-10-08
2021-06-30	$392,673	6,225	-4.6%	Shares	Sole	2021-07-13
2021-03-31	$364,234	6,524	-2.0%	Shares	Sole	2021-04-20
2020-12-31	$274,401	6,657	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.