Abound Wealth Management

Position in XOM — ExxonMobil Holdings Corp

CIK 1950323 FRANKLIN, TN

Position in XOM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$345,218

-$136,277 QoQ

Shares Held

2,525

-11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#3,347

of 3,872 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Abound Wealth Management holds $588,126 across 10 Oil & Gas Integrated names. XOM ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	2,525	$345,218
2	CVX	Chevron Corp	1,211	$200,735
3	SHEL	Shell plc	345	$26,751
4	SU	Suncor Energy Inc	113	$6,065
5	TTE	TotalEnergies SE	60	$4,665
6	IMO	Imperial Oil Ltd	25	$2,800
7	E	Eni Spa	12	$562
8	BP	Bp PLC	15	$554

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,218	2,525	-11.0%	Shares	Sole	2026-07-10
2026-03-31	$481,495	2,838	-13.3%	Shares	Sole	2026-04-10
2025-12-31	$393,872	3,273	+10.4%	Shares	Sole	2026-01-12
2025-09-30	$334,303	2,965	-0.1%	Shares	Sole	2025-10-10
2025-06-30	$319,842	2,967	+18.3%	Shares	Sole	2025-07-14
2025-03-31	$298,395	2,509	+98.8%	Shares	Sole	2025-04-17
2024-12-31	$135,753	1,262	-0.2%	Shares	Sole	2025-01-13
2024-09-30	$148,166	1,264	+17.8%	Shares	Sole	2024-11-04
2024-06-30	$123,523	1,073	+6.7%	Shares	Sole	2024-08-09
2024-03-31	$116,937	1,006	-53.2%	Shares	Sole	2024-08-08
2023-12-31	$214,957	2,150	+7.7%	Shares	Sole	2024-08-08
2023-09-30	$234,807	1,997	-23.4%	Shares	Sole	2024-08-08
2023-06-30	$279,600	2,607	+6.1%	Shares	Sole	2024-08-08
2023-03-31	$269,544	2,458	+9.9%	Shares	Sole	2024-08-07
2022-12-31	$246,741	2,237	+0.3%	Shares	Sole	2024-08-07
2022-09-30	$194,701	2,230	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.