PlanVest Financial, Inc

Position in XOM — ExxonMobil Holdings Corp

CIK 2135239 GAITHERSBURG, MD

Position in XOM

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

Position Value

$522,680

-$139,672 QoQ

Shares Held

3,823

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#2,984

of 3,866 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

PlanVest Financial, Inc holds $958,708 across 5 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	3,823	$522,680
2	CVX	Chevron Corp	1,868	$309,639
3	SU	Suncor Energy Inc	999	$53,626
4	SHEL	Shell plc	632	$49,005
5	BP	Bp PLC	643	$23,758

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,680	3,823	-2.1%	Shares	Sole	2026-08-10
2026-03-31	$662,352	3,904	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.