New England Capital Financial Advisors LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1964652
MERIDEN, CT
Position in XOM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,177,979
-$247,165 QoQ
Shares Held
8,616
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.83%
of 13F equity value
Holder Rank
#2,248
of 3,866 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, 2026New England Capital Financial Advisors LLC holds $1,790,343 across 6 Oil & Gas Integrated names. XOM ranks #1 (65.8% of the industry book) .
All Filings in XOM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,979 | 8,616 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,425,144 | 8,400 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,008,328 | 8,379 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $943,604 | 8,369 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $827,904 | 7,680 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $913,858 | 7,684 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $825,492 | 7,674 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $828,979 | 7,072 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $818,157 | 7,107 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $791,478 | 6,809 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $940,011 | 9,402 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,104,546 | 9,394 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $863,898 | 8,055 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $880,240 | 8,027 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $889,459 | 8,064 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||