Peak Retirement Planning, Inc.
PensionPosition in XOM — ExxonMobil Holdings Corp
CIK 2056697
COLUMBUS, OH
Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,769,977
-$268,318 QoQ
Shares Held
12,946
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,898
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, 2026Peak Retirement Planning, Inc. holds $2,502,688 across 3 Oil & Gas Integrated names. XOM ranks #1 (70.7% 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 | $1,769,977 | 12,946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,038,295 | 12,014 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $815,183 | 6,774 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $757,116 | 6,715 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $666,743 | 6,185 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $729,159 | 6,131 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $579,802 | 5,390 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||