STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2056591
APPLETON, WI
Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$272,209
-$72,200 QoQ
Shares Held
1,991
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#3,498
of 3,866 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, 2026STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds $272,209 across 1 Oil & Gas Integrated name. XOM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,991 | $272,209 |
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,209 | 1,991 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $344,409 | 2,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,251 | 2,387 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $269,134 | 2,387 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $257,210 | 2,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,242 | 2,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $312,598 | 2,906 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||