United Financial Planning Group LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2088337
HAUPPAUGE, NY
Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$278,908
-$67,198 QoQ
Shares Held
2,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#3,485
of 3,870 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $303,332 across 4 Oil & Gas Integrated names. XOM ranks #1 (91.9% of the industry book) .
All Filings in XOM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,908 | 2,040 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $346,106 | 2,040 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $290,139 | 2,411 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $136,765 | 1,213 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||