Private Wealth Management Group, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2011342
PRINCETON, NJ
Position in XOM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$565,337
-$55,109 QoQ
Shares Held
4,135
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,919
of 3,872 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $746,777 across 3 Oil & Gas Integrated names. XOM ranks #1 (75.7% 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 | $565,337 | 4,135 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $620,446 | 3,657 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $428,771 | 3,563 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $404,434 | 3,587 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $386,678 | 3,587 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $462,518 | 3,889 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $400,052 | 3,719 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $473,920 | 4,043 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $464,394 | 4,034 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $418,928 | 3,604 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $390,321 | 3,904 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||