Plan Group Financial, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1940033 OKLAHOMA CITY, OK

Position in XOM

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

Position Value

$7,001,567

-$1,364,537 QoQ

Shares Held

51,211

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.42%

of 13F equity value

Holder Rank

#940

of 3,872 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Energy · as of Jun 30, 2026

Plan Group Financial, LLC holds $12,373,722 across 6 Oil & Gas Integrated names. XOM ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	51,211	$7,001,567
2	CVX	Chevron Corp	22,457	$3,722,472
3	TTE	TotalEnergies SE	8,625	$670,680
4	PBR	Petrobras - Petroleo Brasileiro SA	30,000	$439,200
5	SHEL	Shell plc	3,722	$288,603
6	EQNR	Equinor ASA	8,000	$251,200

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,001,567	51,211	+3.9%	Shares	Sole	2026-08-03
2026-03-31	$8,366,104	49,311	+7.0%	Shares	Sole	2026-04-13
2025-12-31	$5,547,553	46,099	-2.3%	Shares	Sole	2026-02-03
2025-09-30	$5,321,349	47,196	+7.0%	Shares	Sole	2025-10-27
2025-06-30	$4,754,087	44,101	+4.1%	Shares	Sole	2025-08-13
2025-03-31	$5,036,447	42,348	+231.9%	Shares	Sole	2025-05-09
2024-12-31	$1,372,700	12,761	+13.3%	Shares	Sole	2025-01-31
2024-09-30	$1,319,897	11,260	+24.7%	Shares	Sole	2024-10-22
2024-06-30	$1,039,188	9,027	+67.8%	Shares	Sole	2024-08-05
2024-03-31	$625,371	5,380	+52.8%	Shares	Sole	2024-04-26
2023-12-31	$351,929	3,520	-16.0%	Shares	Sole	2024-01-29
2023-09-30	$492,542	4,189	-81.5%	Shares	Sole	2023-11-13
2023-06-30	$2,433,288	22,688	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.