Wealth Dimensions Group, Ltd.

Position in XOM — ExxonMobil Holdings Corp

CIK 1846462 CINCINNATI, OH

Position in XOM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,221,836

-$516,985 QoQ

Shares Held

16,251

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#1,701

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

Wealth Dimensions Group, Ltd. holds $3,681,667 across 3 Oil & Gas Integrated names. XOM ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	16,251	$2,221,836
2	CVX	Chevron Corp	7,082	$1,173,912
3	BP	Bp PLC	7,738	$285,919

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,221,836	16,251	+0.7%	Shares	Sole	2026-07-22
2026-03-31	$2,738,821	16,143	-6.4%	Shares	Sole	2026-05-12
2025-12-31	$2,074,420	17,238	-0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,944,373	17,245	-1.3%	Shares	Sole	2025-10-30
2025-06-30	$1,883,912	17,476	-0.2%	Shares	Sole	2025-08-12
2025-03-31	$2,082,107	17,507	+0.8%	Shares	Sole	2025-05-05
2024-12-31	$1,869,028	17,375	-3.6%	Shares	Sole	2025-02-13
2024-09-30	$2,113,242	18,028	+1.7%	Shares	Sole	2024-11-12
2024-06-30	$2,041,192	17,731	-5.5%	Shares	Sole	2024-08-09
2024-03-31	$2,181,941	18,771	+3.1%	Shares	Sole	2024-05-09
2023-12-31	$1,820,735	18,211	-1.4%	Shares	Sole	2024-02-09
2023-09-30	$2,172,172	18,474	-5.1%	Shares	Sole	2023-11-14
2023-06-30	$2,087,728	19,466	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$2,157,999	19,679	-0.2%	Shares	Sole	2023-05-09
2022-12-31	$2,175,116	19,720	+5.8%	Shares	Sole	2023-02-10
2022-09-30	$1,627,109	18,636	-1.5%	Shares	Sole	2022-11-10
2022-06-30	$1,620,908	18,927	-0.5%	Shares	Sole	2022-08-05
2022-03-31	$1,571,109	19,023	-3.2%	Shares	Sole	2022-05-04
2021-12-31	$1,202,873	19,658	+4.2%	Shares	Sole	2022-02-04
2021-09-30	$1,109,698	18,866	+3.1%	Shares	Sole	2021-11-03
2021-06-30	$1,154,553	18,303	+4.2%	Shares	Sole	2021-08-12
2021-03-31	$980,653	17,565	+0.1%	Shares	Sole	2021-05-13
2020-12-31	$723,534	17,553	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.