INDEPENDENT FINANCIAL GROUP, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 275484 SAN DIEGO, CA

Position in XOM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,430,095

-$5,893,232 QoQ

Shares Held

76,288

-20.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#742

of 3,866 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $20,199,289 across 6 Oil & Gas Integrated names. XOM ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	76,288	$10,430,095
2	CVX	Chevron Corp	38,901	$6,448,229
3	PBR	Petrobras - Petroleo Brasileiro SA	94,641	$1,529,398
4	SHEL	Shell plc	13,902	$1,077,961
5	BP	Bp PLC	13,294	$491,213
6	TTE	TotalEnergies SE	2,860	$222,393

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,430,095	76,288	-20.7%	Shares	Sole	2026-07-15
2026-03-31	$16,323,327	96,212	+35.0%	Shares	Sole	2026-05-15
2025-12-31	$8,577,353	71,276	-3.0%	Shares	Sole	2026-05-15
2025-09-30	$8,287,576	73,504	+4.0%	Shares	Sole	2026-05-15
2025-06-30	$7,620,597	70,692	+0.7%	Shares	Sole	2026-05-15
2025-03-31	$8,344,842	70,166	—	Shares	Sole	2026-05-19
No filing history on record for this holder in this stock.