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Peak Planning Group, LLC

SEC CIK
0002097384
Latest filing
Aug 12, 2026

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Peak Planning Group, 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)
12,123
Value
$1.66M
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of XOM by Peak Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,123$1.66M0.4%−672−5.3%ReducedHolders
Q1 202612,795$2.17M0.6%+52+0.4%AddedHolders
Q4 202512,743$1.53M0.4%+4,012+46.0%AddedHolders
Q3 20258,731$984.4K0.5%−591−6.3%ReducedHolders
Q2 20259,322$1.00M0.6%−6,068−39.4%ReducedHolders
Q1 202515,390$1.83M0.8%−466−2.9%ReducedHolders
Q4 202415,856$1.71M0.7%−3,470−18.0%ReducedHolders
Q3 202419,326$2.27M1.0%−384−1.9%ReducedHolders
Q2 202419,710$2.27M1.1%+3,837+24.2%AddedHolders
Q1 202415,873$1.85M1.2%+261+1.7%AddedHolders
Q4 202315,612$1.56M1.1%−52−0.3%ReducedHolders
Q3 202315,664$1.84M1.4%−255−1.6%ReducedHolders
Q2 202315,919$1.71M1.3%+13+0.1%AddedHolders
Q1 202315,906$1.74M1.4%−192−1.2%ReducedHolders
Q4 202216,098$1.78M1.6%+140+0.9%AddedHolders
Q3 202215,958$1.39M1.3%−104−0.6%ReducedHolders
Q2 202216,062$1.38M1.2%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 202115,873$971.2K0.7%−93−0.6%ReducedHolders
Q3 202115,966$939.1K0.8%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 202116,165$902.5K0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.