FRG Family Wealth Advisors LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1893327 BELLEVUE, WA

Position in XOM

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,926,319

+$544,937 QoQ

Shares Held

11,354

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Energy · as of Mar 31, 2026

FRG Family Wealth Advisors LLC holds $3,698,968 across 3 Oil & Gas Integrated names. XOM ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	11,354	$1,926,319
2	CVX	Chevron Corp	7,403	$1,531,680
3	BP	Bp PLC	5,127	$240,969

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,926,319	11,354	-1.1%	Shares	Sole	2026-04-24
2025-12-31	$1,381,382	11,479	+0.7%	Shares	Sole	2026-01-21
2025-09-30	$1,284,786	11,395	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$1,244,551	11,545	+4.2%	Shares	Sole	2025-08-04
2025-03-31	$1,317,149	11,075	-16.1%	Shares	Sole	2025-05-15
2024-12-31	$1,420,461	13,205	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,547,890	13,205	0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,520,159	13,205	+17.1%	Shares	Sole	2024-08-07
2024-03-31	$1,311,070	11,279	+22.9%	Shares	Sole	2024-05-15
2023-12-31	$917,216	9,174	0.0%	Shares	Sole	2024-01-09
2023-09-30	$1,078,678	9,174	-0.5%	Shares	Sole	2023-10-11
2023-06-30	$989,274	9,224	+15.3%	Shares	Sole	2023-07-13
2023-03-31	$877,170	7,999	-9.5%	Shares	Sole	2023-04-18
2022-12-31	$974,941	8,839	0.0%	Shares	Sole	2023-01-25
2022-09-30	$771,733	8,839	0.0%	Shares	Sole	2022-10-12
2022-06-30	$756,971	8,839	0.0%	Shares	Sole	2022-07-11
2022-03-31	$730,013	8,839	+17.7%	Shares	Sole	2022-05-06
2021-12-31	$459,598	7,511	+6.8%	Shares	Sole	2022-02-09
2021-09-30	$413,563	7,031	+5.6%	Shares	Sole	2022-03-02
2021-06-30	$420,175	6,661	-0.7%	Shares	Sole	2022-03-02
2021-03-31	$374,340	6,705	-25.3%	Shares	Sole	2022-03-02
2020-12-31	$369,784	8,971	-43.6%	Shares	Sole	2022-03-02
2020-09-30	$546,293	15,913	-24.3%	Shares	Sole	2022-03-02
2020-06-30	$939,701	21,013	-7.5%	Shares	Sole	2022-03-02
2020-03-31	$862,982	22,728	—	Shares	Sole	2022-03-02
No filing history on record for this holder in this stock.