Nvest Wealth Strategies, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 2106942 POWELL, OH

Position in XOM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$30,761

-$14,198 QoQ

Shares Held

225

-15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#3,833

of 3,871 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $56,427 across 8 Oil & Gas Integrated names. XOM ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	225	$30,761
2	BP	Bp PLC	373	$13,781
3	CVX	Chevron Corp	50	$8,287
4	SHEL	Shell plc	15	$1,163
5	SU	Suncor Energy Inc	17	$912
6	E	Eni Spa	13	$609
7	TTE	TotalEnergies SE	6	$466
8	IMO	Imperial Oil Ltd	4	$448

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,761	225	-15.1%	Shares	Sole	2026-07-10
2026-03-31	$44,959	265	+0.4%	Shares	Sole	2026-04-13
2025-12-31	$31,769	264	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.