Position in XOM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,369,070
-$8,980,976 QoQ
Shares Held
287,954
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#354
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Welch & Forbes LLC holds $107,056,147 across 6 Oil & Gas Integrated names. XOM ranks #2 (36.8% 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 | $39,369,070 | 287,954 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $48,350,046 | 284,982 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34,779,944 | 289,014 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,836,859 | 291,236 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $33,083,388 | 306,896 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $36,666,119 | 308,300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,719,860 | 313,469 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $36,495,392 | 311,341 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $36,279,377 | 315,144 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $36,924,100 | 317,654 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $32,096,179 | 321,026 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,021,021 | 323,363 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $34,743,423 | 323,948 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $35,563,066 | 324,303 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $37,542,259 | 340,365 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $29,385,402 | 336,564 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $28,376,299 | 331,344 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,060,116 | 339,752 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $20,997,714 | 343,156 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $20,102,263 | 341,759 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $22,593,110 | 358,166 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $20,165,572 | 361,196 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $15,257,706 | 370,153 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $13,651,907 | 397,667 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $18,821,708 | 420,879 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $17,419,078 | 458,759 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||