Medallion Wealth Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2131139
FARMINGTON, CT
Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,395,501
-$1,066,758 QoQ
Shares Held
10,207
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#2,082
of 3,871 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $2,188,280 across 6 Oil & Gas Integrated names. XOM ranks #1 (63.8% of the industry book) .
All Filings in XOM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,395,501 | 10,207 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,462,259 | 14,513 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,746,720 | 14,515 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,565,857 | 13,888 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,537,970 | 14,267 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1,717,808 | 14,444 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,407,859 | 13,088 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||