TWIN PEAKS WEALTH ADVISORS, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2006218
BURLINGAME, CA
Position in XOM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$509,828
-$105,359 QoQ
Shares Held
3,729
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,015
of 3,872 holders
Holding Since
Sep 2024
7 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $1,001,080 across 3 Oil & Gas Integrated names. XOM ranks #1 (50.9% of the industry book) .
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,828 | 3,729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $615,187 | 3,626 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $392,789 | 3,264 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $283,679 | 2,516 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $269,607 | 2,501 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $240,238 | 2,020 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $243,700 | 2,079 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||