Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,089,768
-$25,513,264 QoQ
Shares Held
783,278
+0.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#203
of 3,872 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $159,084,776 across 3 Oil & Gas Integrated names. XOM ranks #1 (67.3% of the industry book) .
All Filings in XOM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,089,768 | 783,278 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $132,603,032 | 781,581 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,746,829 | 754,087 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $82,665,368 | 733,174 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,297,235 | 717,043 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $25,911,873 | 217,875 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,973,157 | 222,861 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $25,814,657 | 220,224 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $25,703,302 | 223,274 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,312,306 | 217,759 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,578,183 | 225,827 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,520,639 | 225,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,190,666 | 225,554 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,994,877 | 164,097 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $17,766,903 | 161,078 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,594,865 | 155,708 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,101,806 | 152,987 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,913,855 | 144,253 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,019,316 | 131,056 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $7,815,766 | 132,876 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,422,757 | 133,525 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $7,179,514 | 128,596 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $5,635,144 | 136,709 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,081,114 | 148,008 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $7,533,096 | 198,396 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||