Wealth Enhancement Trust Services, Inc.
Position in XOM — ExxonMobil Holdings Corp
CIK 2067696
SIOUX FALLS, SD
Position in XOM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,062,634
-$1,530,207 QoQ
Shares Held
29,715
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,282
of 3,870 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $8,185,438 across 5 Oil & Gas Integrated names. XOM ranks #1 (49.6% of the industry book) .
All Filings in XOM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,062,634 | 29,715 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $5,592,841 | 32,965 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $3,848,954 | 31,984 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||