Position in XOM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,300,617
+$52,938 QoQ
Shares Held
9,513
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#2,164
of 3,870 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, 2026Asset Planning,Inc holds $2,990,125 across 3 Oil & Gas Integrated names. XOM ranks #2 (43.5% 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 | $1,300,617 | 9,513 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,247,679 | 7,354 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $850,683 | 7,069 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $796,353 | 7,063 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $760,636 | 7,056 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $838,456 | 7,050 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $779,237 | 7,244 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||