CPA Asset Management Group, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1963967
WEST PALM BEACH, FL
Position in XOM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$463,480
-$83,673 QoQ
Shares Held
3,390
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#3,112
of 3,872 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CPA Asset Management Group, LLC holds $1,424,196 across 3 Oil & Gas Integrated names. XOM ranks #2 (32.5% of the industry book) .
All Filings in XOM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,480 | 3,390 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $547,153 | 3,225 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $388,096 | 3,225 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $239,593 | 2,125 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $244,706 | 2,270 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $269,971 | 2,270 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $244,183 | 2,270 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $266,089 | 2,270 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $261,322 | 2,270 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $263,864 | 2,270 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $226,954 | 2,270 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $278,899 | 2,372 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $253,217 | 2,361 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $261,758 | 2,387 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $269,132 | 2,440 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||