Modern Wealth Management, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2001900
KANSAS CITY, MO
Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,770,498
-$118,208 QoQ
Shares Held
151,920
+23.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#499
of 3,872 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $37,563,697 across 6 Oil & Gas Integrated names. XOM ranks #1 (55.3% of the industry book) .
All Filings in XOM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,770,498 | 151,920 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $20,888,706 | 123,121 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $14,387,486 | 119,557 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $13,391,652 | 118,773 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,599,661 | 116,880 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $13,842,734 | 116,394 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $11,996,204 | 111,520 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $7,548,263 | 64,394 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $5,936,046 | 51,564 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $4,747,357 | 40,841 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $1,039,191 | 10,394 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||