KINGSWOOD WEALTH ADVISORS, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1987855 SAN DIEGO, CA

Position in XOM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,612,539

-$2,816,437 QoQ

Shares Held

62,994

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#831

of 3,872 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $15,723,705 across 6 Oil & Gas Integrated names. XOM ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	62,994	$8,612,539
2	CVX	Chevron Corp	32,492	$5,385,873
3	BP	Bp PLC	19,578	$723,407
4	TTE	TotalEnergies SE	6,832	$531,256
5	SHEL	Shell plc	3,314	$256,967
6	CVE	Cenovus Energy Inc.	8,612	$213,663

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,612,539	62,994	-6.5%	Shares	Sole	2026-07-27
2026-03-31	$11,428,976	67,364	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$8,255,564	68,602	+32.4%	Shares	Sole	2026-01-28
2025-09-30	$5,842,930	51,822	+20.1%	Shares	Sole	2025-10-23
2025-06-30	$4,651,462	43,149	+18.0%	Shares	Sole	2025-07-23
2025-03-31	$4,350,459	36,580	-15.9%	Shares	Sole	2025-07-25
2024-12-31	$4,677,681	43,485	-40.8%	Shares	Sole	2025-01-22
2024-09-30	$8,608,519	73,439	+35.1%	Shares	Sole	2024-10-21
2024-06-30	$6,256,541	54,348	+19.4%	Shares	Sole	2024-07-09
2024-03-31	$5,292,523	45,531	+17.3%	Shares	Sole	2024-04-15
2023-12-31	$3,879,923	38,807	+517.1%	Shares	Sole	2024-01-16
2023-09-30	$739,460	6,289	-61.8%	Shares	Sole	2023-10-24
2023-06-30	$1,765,871	16,465	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.