COLDSTREAM CAPITAL MANAGEMENT INC

Position in XOM — ExxonMobil Holdings Corp

CIK 1082339 BELLEVUE, WA

Position in XOM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,958,538

-$6,122,009 QoQ

Shares Held

175,238

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#461

of 3,872 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Energy · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $35,723,952 across 6 Oil & Gas Integrated names. XOM ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	175,238	$23,958,538
2	CVX	Chevron Corp	55,555	$9,208,796
3	SHEL	Shell plc	16,604	$1,287,474
4	TTE	TotalEnergies SE	6,360	$494,553
5	BP	Bp PLC	12,115	$447,649
6	E	Eni Spa	6,977	$326,942

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,958,538	175,238	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$30,080,547	177,299	+2.4%	Shares	Sole	2026-05-08
2025-12-31	$20,832,659	173,115	+2.2%	Shares	Sole	2026-02-09
2025-09-30	$19,103,570	169,433	+8.9%	Shares	Sole	2025-11-19
2025-06-30	$16,768,613	155,553	+11.0%	Shares	Sole	2025-08-12
2025-03-31	$16,662,330	140,102	+3.8%	Shares	Sole	2025-05-13
2024-12-31	$14,514,312	134,929	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$15,902,065	135,660	+13.7%	Shares	Sole	2024-11-18
2024-06-30	$13,730,132	119,268	+9.6%	Shares	Sole	2024-08-07
2024-03-31	$12,646,563	108,797	+5.6%	Shares	Sole	2024-05-14
2023-12-31	$10,297,640	102,997	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$12,144,367	103,286	+1.4%	Shares	Sole	2023-11-02
2023-06-30	$10,924,377	101,859	-3.7%	Shares	Sole	2023-08-03
2023-03-31	$11,603,014	105,809	+5.6%	Shares	Sole	2023-05-15
2022-12-31	$11,054,266	100,220	-9.8%	Shares	Sole	2023-01-10
2022-06-30	$9,513,405	111,086	+6.4%	Shares	Sole	2022-08-08
2022-03-31	$8,625,699	104,440	+2.3%	Shares	Sole	2022-05-11
2021-12-31	$6,246,152	102,078	+158.3%	Shares	Sole	2022-02-11
2021-09-30	$2,324,448	39,518	-2.7%	Shares	Sole	2021-11-12
2021-06-30	$2,561,678	40,610	-0.3%	Shares	Sole	2021-08-16
2021-03-31	$2,273,509	40,722	+4.2%	Shares	Sole	2021-06-16
2020-12-31	$1,610,176	39,063	+19.4%	Shares	Sole	2021-02-16
2020-09-30	$1,123,346	32,722	-59.5%	Shares	Sole	2020-11-16
2020-06-30	$3,612,526	80,781	+6.5%	Shares	Sole	2020-08-12
2020-03-31	$2,879,682	75,841	—	Shares	Sole	2020-05-27
No filing history on record for this holder in this stock.