PCG Wealth Advisors, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1905393 OVERLAND PARK, KS

Position in XOM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$466,625

-$46,935 QoQ

Shares Held

3,413

+12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#3,104

of 3,872 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PCG Wealth Advisors, LLC holds $720,767 across 2 Oil & Gas Integrated names. XOM ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp This page	3,413	$466,625
2	BP	Bp PLC	6,878	$254,142

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,625	3,413	+12.8%	Shares	Sole	2026-08-03
2026-03-31	$513,560	3,027	+1.2%	Shares	Sole	2026-04-28
2025-12-31	$359,936	2,991	-12.9%	Shares	Sole	2026-02-05
2025-09-30	$387,070	3,433	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$367,598	3,410	+19.9%	Shares	Sole	2025-08-07
2025-03-31	$338,117	2,843	-56.2%	Shares	Sole	2025-05-05
2024-12-31	$697,483	6,484	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$759,702	6,481	-10.9%	Shares	Sole	2024-10-16
2024-06-30	$836,922	7,270	+66.9%	Shares	Sole	2024-07-15
2024-03-31	$506,225	4,355	+0.1%	Shares	Sole	2024-04-19
2023-12-31	$435,012	4,351	+4.8%	Shares	Sole	2024-01-30
2023-09-30	$487,957	4,150	-91.2%	Shares	Sole	2023-10-19
2023-06-30	$5,054,370	47,127	-4.5%	Shares	Sole	2023-07-20
2023-03-31	$5,410,734	49,341	-0.9%	Shares	Sole	2023-05-08
2022-12-31	$5,493,932	49,809	+437.5%	Shares	Sole	2023-02-13
2022-09-30	$809,014	9,266	+100.0%	Shares	Sole	2022-10-12
2022-06-30	$396,770	4,633	0.0%	Shares	Sole	2022-07-13
2022-03-31	$382,639	4,633	+15.5%	Shares	Sole	2022-04-22
2021-12-31	$245,433	4,011	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.