Compound Planning, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 1978879 NEW YORK, NY

Position in XOM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$11,126,546

-$6,491,287 QoQ

Shares Held

81,382

-21.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#711

of 3,872 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $27,661,048 across 12 Oil & Gas Integrated names. XOM ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	81,382	$11,126,546
2	CVX	Chevron Corp	45,520	$7,545,394
3	SHEL	Shell plc	35,990	$2,790,664
4	BP	Bp PLC	31,569	$1,166,473
5	SU	Suncor Energy Inc	17,962	$964,200
6	PBR	Petrobras - Petroleo Brasileiro SA	58,132	$939,412
7	TTE	TotalEnergies SE	11,708	$910,413
8	YPF	Ypf Sociedad Anonima	14,507	$659,633

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,126,546	81,382	-21.6%	Shares	Sole	2026-08-04
2026-03-31	$17,617,833	103,842	+41.2%	Shares	Sole	2026-05-14
2025-12-31	$8,848,719	73,531	+25.2%	Shares	Sole	2026-02-19
2025-09-30	$6,623,386	58,744	+15.3%	Shares	Sole	2025-11-10
2025-06-30	$5,491,332	50,940	-9.6%	Shares	Sole	2025-08-14
2025-03-31	$6,698,732	56,325	+13.3%	Shares	Sole	2025-05-14
2024-12-31	$5,347,197	49,709	-12.3%	Shares	Sole	2025-01-17
2024-09-30	$6,641,919	56,662	+14.7%	Shares	Sole	2024-10-08
2024-06-30	$5,684,970	49,383	+38.2%	Shares	Sole	2024-07-26
2024-03-31	$4,153,255	35,730	+48.7%	Shares	Sole	2024-05-07
2023-12-31	$2,402,019	24,025	+121.0%	Shares	Sole	2024-02-08
2023-09-30	$1,278,447	10,873	+10.7%	Shares	Sole	2023-11-09
2023-06-30	$1,052,980	9,818	+6.2%	Shares	Sole	2023-08-03
2023-03-31	$1,013,587	9,243	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.