Ascentis Independent Advisors

Position in XOM — ExxonMobil Holdings Corp

CIK 1845003 DALLAS, TX

Position in XOM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$20,233

-$10,191,084 QoQ

Shares Held

148

-99.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#3,840

of 3,866 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Ascentis Independent Advisors holds $92,831 across 2 Oil & Gas Integrated names. XOM ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVX	Chevron Corp	438	$72,598
2	XOM	ExxonMobil Holdings Corp This page	148	$20,233

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,233	148	-99.8%	Shares	Sole	2026-08-04
2026-03-31	$10,211,317	60,187	+87.1%	Shares	Sole	2026-04-28
2025-12-31	$3,871,578	32,172	+37.7%	Shares	Sole	2026-01-29
2025-09-30	$2,633,840	23,360	-8.3%	Shares	Sole	2025-10-21
2025-06-30	$2,746,851	25,481	+20.8%	Shares	Sole	2025-07-14
2025-03-31	$2,509,660	21,102	+1.8%	Shares	Sole	2025-04-23
2024-12-31	$2,229,173	20,723	-13.9%	Shares	Sole	2025-01-24
2024-09-30	$2,821,133	24,067	+11.0%	Shares	Sole	2024-10-25
2024-06-30	$2,495,110	21,674	+9.6%	Shares	Sole	2024-07-29
2023-12-31	$1,977,204	19,776	+5.1%	Shares	Sole	2024-02-02
2023-09-30	$2,213,325	18,824	+1.8%	Shares	Sole	2023-10-20
2023-06-30	$1,983,481	18,494	+81.5%	Shares	Sole	2023-07-19
2023-03-31	$1,117,435	10,190	+227.5%	Shares	Sole	2023-06-01
2022-03-31	$256,937	3,111	-6.4%	Shares	Sole	2022-05-18
2021-12-31	$203,456	3,325	-72.1%	Shares	Sole	2022-02-11
2021-09-30	$700,605	11,911	+25.1%	Shares	Sole	2021-11-15
2021-06-30	$600,521	9,520	-33.2%	Shares	Sole	2021-08-12
2020-12-31	$587,673	14,257	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.