Position in XOM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,037,264
-$765,519 QoQ
Shares Held
14,901
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,772
of 3,871 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $5,032,153 across 4 Oil & Gas Integrated names. XOM ranks #2 (40.5% of the industry book) .
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,037,264 | 14,901 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,802,783 | 16,520 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,973,455 | 16,399 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,859,360 | 16,491 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,775,466 | 16,470 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,985,536 | 16,695 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,801,474 | 16,747 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,948,196 | 16,620 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,012,182 | 17,479 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,007,348 | 17,269 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,827,834 | 18,282 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,226,377 | 18,935 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,074,000 | 19,338 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,098,782 | 19,139 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,825,575 | 16,551 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,491,516 | 17,083 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,233,729 | 14,406 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,149,735 | 13,921 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $834,937 | 13,645 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $745,543 | 12,675 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $725,924 | 11,508 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $542,835 | 9,723 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $402,513 | 9,765 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $549,348 | 16,002 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $969,440 | 21,678 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $826,986 | 21,780 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||