Vertex Planning Partners, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1942341 DOWNERS GROVE, IL

Position in XOM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$585,024

+$143,569 QoQ

Shares Held

4,279

+64.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,892

of 3,872 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Vertex Planning Partners, LLC holds $1,123,865 across 2 Oil & Gas Integrated names. XOM ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	XOM	ExxonMobil Holdings Corp This page	4,279	$585,024
2	BP	Bp PLC	14,583	$538,841

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$585,024	4,279	+64.5%	Shares	Sole	2026-08-14
2026-03-31	$441,455	2,602	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$319,863	2,658	-25.7%	Shares	Sole	2026-02-17
2025-09-30	$403,081	3,575	+11.9%	Shares	Sole	2025-11-18
2025-06-30	$344,421	3,195	-0.8%	Shares	Sole	2025-08-13
2025-03-31	$383,073	3,221	+2.4%	Shares	Sole	2025-05-14
2024-12-31	$338,200	3,144	+13.2%	Shares	Sole	2025-02-12
2024-09-30	$325,637	2,778	+3.1%	Shares	Sole	2024-11-07
2024-06-30	$310,248	2,695	+5.5%	Shares	Sole	2024-08-13
2024-03-31	$296,876	2,554	-18.9%	Shares	Sole	2024-05-13
2023-12-31	$314,837	3,149	+11.4%	Shares	Sole	2024-02-14
2023-09-30	$332,516	2,828	+1.0%	Shares	Sole	2023-11-14
2023-06-30	$300,407	2,801	+13.8%	Shares	Sole	2023-08-14
2023-03-31	$269,982	2,462	-54.6%	Shares	Sole	2023-05-16
2022-12-31	$598,156	5,423	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.