CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in XOM — ExxonMobil Holdings Corp
CIK 1845849
SAN JUAN, PR
Position in XOM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,344
-$6,588 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,839
of 3,872 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $72,664 across 3 Oil & Gas Integrated names. XOM ranks #2 (37.6% of the industry book) .
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,344 | 200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,932 | 200 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $24,068 | 200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,550 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,560 | 200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $23,786 | 200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,514 | 200 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||