Harbor Asset Planning, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 2077050 BELMONT, MA

Position in XOM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$144,510

-$34,479 QoQ

Shares Held

1,057

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#3,753

of 3,872 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Harbor Asset Planning, Inc. holds $175,966 across 4 Oil & Gas Integrated names. XOM ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	1,057	$144,510
2	CVX	Chevron Corp	154	$25,526
3	TTE	TotalEnergies SE	72	$5,598
4	BP	Bp PLC	9	$332

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,510	1,057	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$178,989	1,055	+0.1%	Shares	Sole	2026-04-22
2025-12-31	$126,836	1,054	+0.2%	Shares	Sole	2026-01-26
2025-09-30	$118,611	1,052	+0.6%	Shares	Sole	2025-10-17
2025-06-30	$112,758	1,046	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.