RFG - Bristol Wealth Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2055104
TAUNTON, MA
Position in XOM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,199,248
-$778,600 QoQ
Shares Held
23,400
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#1,436
of 3,872 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $7,900,631 across 4 Oil & Gas Integrated names. XOM ranks #1 (40.5% 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 | $3,199,248 | 23,400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,977,848 | 23,446 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,912,468 | 24,202 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,748,957 | 24,381 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,649,292 | 24,576 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,260,072 | 35,820 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,884,675 | 36,113 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||