Forum Financial Management, LP

Position in XOM — ExxonMobil Holdings Corp

CIK 1911832 LOMBARD, IL

Position in XOM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,075,623

-$758,159 QoQ

Shares Held

29,810

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,279

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

Forum Financial Management, LP holds $6,560,435 across 3 Oil & Gas Integrated names. XOM ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	29,810	$4,075,623
2	CVX	Chevron Corp	13,669	$2,265,773
3	BP	Bp PLC	5,928	$219,039

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,075,623	29,810	+4.6%	Shares	Sole	2026-07-23
2026-03-31	$4,833,782	28,491	-70.1%	Shares	Other	2026-04-23
2025-12-31	$11,460,699	95,236	+1.9%	Shares	Other	2026-01-27
2025-09-30	$10,535,133	93,438	+7.6%	Shares	Other	2025-10-24
2025-06-30	$9,358,332	86,812	-0.8%	Shares	Other	2025-07-30
2025-03-31	$10,406,136	87,498	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$9,379,994	87,199	+11.2%	Shares	Other	2025-02-20
2024-09-30	$9,190,632	78,405	+2.0%	Shares	Sole	2024-10-29
2024-06-30	$8,852,843	76,901	+10.8%	Shares	Sole	2024-07-30
2024-03-31	$8,069,728	69,423	-1.1%	Shares	Other	2024-05-09
2023-12-31	$7,020,394	70,218	+1.8%	Shares	Other	2024-02-07
2023-09-30	$8,112,313	68,994	+2.1%	Shares	Sole	2023-11-06
2023-06-30	$7,249,885	67,598	+2.6%	Shares	Sole	2023-07-26
2023-03-31	$7,227,251	65,906	-0.6%	Shares	Sole	2023-04-19
2022-12-31	$7,310,132	66,275	+8.9%	Shares	Sole	2023-01-24
2022-09-30	$5,312,464	60,846	-12.1%	Shares	Sole	2022-11-07
2022-06-30	$5,925,859	69,195	-1.0%	Shares	Sole	2022-08-15
2022-03-31	$5,773,371	69,904	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$4,306,123	70,373	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.