Provenance Wealth Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2081584
FORT LAUDERDALE, FL
Position in XOM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$437,777
+$55,194 QoQ
Shares Held
3,202
+42.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,151
of 3,872 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $1,197,163 across 6 Oil & Gas Integrated names. XOM ranks #2 (36.6% of the industry book) .
All Filings in XOM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,777 | 3,202 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $382,583 | 2,255 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $112,638 | 936 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $262,031 | 2,324 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $226,487 | 2,101 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $249,871 | 2,101 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $234,717 | 2,182 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $272,184 | 2,322 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $106,140 | 922 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $250,962 | 2,159 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $85,682 | 857 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $98,767 | 840 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||