Atlantic Edge Private Wealth Management, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2011145
JACKSONVILLE, FL
Position in XOM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$201,388
-$56,155 QoQ
Shares Held
1,473
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,707
of 3,866 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $1,482,000 across 6 Oil & Gas Integrated names. XOM ranks #2 (13.6% 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 | $201,388 | 1,473 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $257,543 | 1,518 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $178,464 | 1,483 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $167,208 | 1,483 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $177,007 | 1,642 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $207,176 | 1,742 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $198,143 | 1,842 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $215,919 | 1,842 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $208,136 | 1,808 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $236,315 | 2,033 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $243,251 | 2,433 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||