Smallwood Wealth Investment Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1921304 RED BANK, NJ

Position in XOM

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

Position Value

$1,719,527

-$400,883 QoQ

Shares Held

12,577

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#1,923

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

Smallwood Wealth Investment Management, LLC holds $2,467,515 across 6 Oil & Gas Integrated names. XOM ranks #1 (69.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	12,577	$1,719,527
2	CVX	Chevron Corp	4,255	$705,308
3	SHEL	Shell plc	300	$23,262
4	TTE	TotalEnergies SE	200	$15,552
5	SU	Suncor Energy Inc	50	$2,684
6	BP	Bp PLC	32	$1,182

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,719,527	12,577	+0.6%	Shares	Sole	2026-07-23
2026-03-31	$2,120,410	12,498	-0.5%	Shares	Sole	2026-04-22
2025-12-31	$1,511,109	12,557	-1.1%	Shares	Sole	2026-01-23
2025-09-30	$1,432,150	12,702	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$1,368,089	12,691	+0.1%	Shares	Sole	2025-10-03
2025-03-31	$1,507,556	12,676	-4.3%	Shares	Sole	2025-04-25
2024-12-31	$1,425,194	13,249	-0.4%	Shares	Sole	2025-01-17
2024-09-30	$1,559,143	13,301	+0.3%	Shares	Sole	2024-10-16
2024-06-30	$1,526,606	13,261	-5.6%	Shares	Sole	2024-07-26
2024-03-31	$1,632,242	14,042	+1.4%	Shares	Sole	2024-04-25
2023-12-31	$1,385,122	13,854	+1.0%	Shares	Sole	2024-01-23
2023-09-30	$1,612,962	13,718	+0.0%	Shares	Sole	2023-10-31
2023-06-30	$1,470,826	13,714	+0.6%	Shares	Sole	2023-07-17
2023-03-31	$1,494,336	13,627	-22.7%	Shares	Sole	2023-04-25
2022-12-31	$1,943,706	17,622	-2.4%	Shares	Sole	2023-02-14
2022-09-30	$1,575,858	18,049	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,541,006	17,994	-1.0%	Shares	Sole	2022-08-08
2022-03-31	$1,501,073	18,175	+3.6%	Shares	Sole	2022-04-21
2021-12-31	$1,073,884	17,550	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.