Position in XOM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$271,936
-$65,517 QoQ
Shares Held
1,989
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,506
of 3,872 holders
Holding Since
Dec 2025
3 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, 2026CrossGen Wealth, LLC holds $773,662 across 3 Oil & Gas Integrated names. XOM ranks #2 (35.1% 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 | $271,936 | 1,989 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $337,453 | 1,989 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $239,356 | 1,989 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||