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Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Essential Planning, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2022
Holdings of XOM by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,608−100.0%Sold outHolders
Q1 20261,608$272.8K0.1%+1,608NewHolders
Q1 20250$00.0%−113,322−100.0%Sold outHolders
Q4 2024113,322$13.3M0.1%+111,532+6,230.8%AddedHolders
Q3 20241,790$209.8K0.1%+7+0.4%AddedHolders
Q2 20241,783$205.3K0.1%+1,783NewHolders
Q4 20230$00.0%−1,837−100.0%Sold outHolders
Q3 20231,837$216.1K0.1%−1,330−42.0%ReducedHolders
Q2 20233,167$339.4K0.2%+90+2.9%AddedHolders
Q1 20233,077$337.4K0.2%−333−9.8%ReducedHolders
Q4 20223,410$306.5K0.2%+3,410NewHolders