Institutional Owners for XOM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FORTRESS WEALTH MANAGEMENT INC | COM | 4101 | $384,173 | 3,305 | 0.00 | 0.00 | 88 | 2.74 | 03-31-2024 |
| TEMPUS WEALTH PLANNING LLC | COM | 4102 | $384,041 | 3,304 | 0.00 | 0.00 | -736 | -18.22 | 03-31-2024 |
| REFRAME WEALTH LLC | COM | 4103 | $364,211 | 3,302 | 0.00 | 3,302 | +Inf | 12-31-2022 | |
| CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 4104 | $364,211 | 3,302 | 0.00 | 0.11 | 3,302 | +Inf | 12-31-2022 |
