Innovative Asset Advisors Group, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2127147
SHELTON, CT
Position in XOM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,525,248
-$328,626 QoQ
Shares Held
11,156
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#2,004
of 3,866 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $2,649,763 across 2 Oil & Gas Integrated names. XOM ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
11,156 | $1,525,248 | |
| 2 | CVX |
Chevron Corp
|
6,784 | $1,124,515 |
All Filings in XOM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,248 | 11,156 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,853,874 | 10,927 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||