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LifePlan Financial, LLC

SEC CIK
0001739485
Latest filing
Jul 21, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by LifePlan Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q2 2026 holdings

Shares (Q2 2026)
6,628
Value
$906.2K
% of portfolio
0.6%
Quarters held
11
Since Q4 2023
Holdings of XOM by LifePlan Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,628$906.2K0.6%+120+1.8%AddedHolders
Q1 20266,508$1.10M0.8%+330+5.3%AddedHolders
Q4 20256,178$743.5K0.6%−314−4.8%ReducedHolders
Q3 20256,492$732.0K0.6%+265+4.3%AddedHolders
Q2 20256,227$671.3K0.6%+160+2.6%AddedHolders
Q1 20256,067$721.5K0.6%−261−4.1%ReducedHolders
Q4 20246,328$680.7K0.6%+87+1.4%AddedHolders
Q3 20246,241$731.6K0.6%+203+3.4%AddedHolders
Q2 20246,038$695.1K0.6%+1,188+24.5%AddedHolders
Q1 20244,850$563.8K0.5%+2,020+71.4%AddedHolders
Q4 20232,830$282.9K0.3%–No prior filingHolders