Axis Wealth Partners, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2052531
EAST PROVIDENCE, RI
Position in XOM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$442,425
-$397,561 QoQ
Shares Held
3,236
-34.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#3,145
of 3,872 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Axis Wealth Partners, LLC holds $682,610 across 2 Oil & Gas Integrated names. XOM ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
3,236 | $442,425 | |
| 2 | CVX |
Chevron Corp
|
1,449 | $240,185 |
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,425 | 3,236 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $839,986 | 4,951 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $583,047 | 4,845 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $585,510 | 5,193 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $545,036 | 5,056 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $590,606 | 4,966 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $524,188 | 4,873 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||