Comprehensive Financial Planning, Inc./PA
Position in XOM — ExxonMobil Holdings Corp
CIK 2044855
EAST PETERSBURG, PA
Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$383,499
-$89,513 QoQ
Shares Held
2,805
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#3,261
of 3,872 holders
Holding Since
Dec 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, 2026Comprehensive Financial Planning, Inc./PA holds $603,311 across 4 Oil & Gas Integrated names. XOM ranks #1 (63.6% of the industry book) .
All Filings in XOM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,499 | 2,805 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $473,012 | 2,788 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $333,462 | 2,771 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $310,175 | 2,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $294,401 | 2,731 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $322,181 | 2,709 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $302,486 | 2,812 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||