Position in XOM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$273,029
-$60,013 QoQ
Shares Held
1,997
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,502
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, 2026Financial Life Planners holds $304,251 across 2 Oil & Gas Integrated names. XOM ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,997 | $273,029 | |
| 2 | BP |
Bp PLC
|
845 | $31,222 |
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,029 | 1,997 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $333,042 | 1,963 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $234,663 | 1,950 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $217,945 | 1,933 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $206,544 | 1,916 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $225,729 | 1,898 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $115,637 | 1,075 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||