WEALTHSPAN PARTNERS, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1909805 DAVENPORT, IA

Position in XOM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$743,209

-$179,062 QoQ

Shares Held

5,436

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#2,679

of 3,871 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WEALTHSPAN PARTNERS, LLC holds $1,202,534 across 2 Oil & Gas Integrated names. XOM ranks #1 (61.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp This page	5,436	$743,209
2	BP	Bp PLC	12,431	$459,325

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$743,209	5,436	0.0%	Shares	Sole	2026-08-06
2026-03-31	$922,271	5,436	-7.8%	Shares	Sole	2026-04-08
2025-12-31	$709,885	5,899	+20.4%	Shares	Sole	2026-01-27
2025-09-30	$552,362	4,899	-1.0%	Shares	Sole	2025-11-03
2025-06-30	$533,502	4,949	0.0%	Shares	Sole	2025-07-28
2025-03-31	$588,584	4,949	0.0%	Shares	Sole	2025-04-21
2024-12-31	$532,363	4,949	+2.3%	Shares	Sole	2025-01-24
2024-09-30	$566,875	4,836	0.0%	Shares	Sole	2024-11-04
2024-06-30	$556,720	4,836	0.0%	Shares	Sole	2024-07-22
2024-03-31	$562,136	4,836	+4.4%	Shares	Sole	2024-04-29
2023-12-31	$463,207	4,633	-5.8%	Shares	Sole	2024-01-29
2023-09-30	$578,258	4,918	0.0%	Shares	Sole	2023-11-01
2023-06-30	$527,455	4,918	-1.5%	Shares	Sole	2023-08-08
2023-03-31	$547,642	4,994	+0.5%	Shares	Sole	2023-04-21
2022-12-31	$547,970	4,968	0.0%	Shares	Sole	2023-02-13
2022-09-30	$433,756	4,968	+6.8%	Shares	Sole	2022-11-14
2022-06-30	$398,482	4,653	0.0%	Shares	Sole	2022-08-11
2022-03-31	$384,291	4,653	0.0%	Shares	Sole	2022-05-12
2021-12-31	$284,717	4,653	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.