EVERGREEN CAPITAL MANAGEMENT LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1260824
Bellevue, WA
Position in XOM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,493,972
-$2,695,080 QoQ
Shares Held
69,441
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#790
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 49%
Shared 50%
None 1%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $49,674,954 across 11 Oil & Gas Integrated names. XOM ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHEL |
Shell plc
|
171,516 | $13,299,349 | |
| 2 | TTE |
TotalEnergies SE
|
140,075 | $10,892,231 | |
| 3 | XOM |
ExxonMobil Holdings Corp
This page
|
69,441 | $9,493,972 | |
| 4 | CVX |
Chevron Corp
|
49,573 | $8,217,219 | |
| 5 | BP |
Bp PLC
|
78,290 | $2,892,815 | |
| 6 | E |
Eni Spa
|
26,125 | $1,224,217 | |
| 7 | NFG |
National Fuel Gas Co
|
14,772 | $1,140,545 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
61,215 | $989,234 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,493,972 | 69,441 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $12,189,052 | 71,844 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $8,267,478 | 68,701 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $7,468,108 | 66,236 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,824,170 | 63,304 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,106,662 | 59,755 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $6,166,556 | 57,326 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,088,878 | 60,475 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,603,858 | 57,365 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,875,001 | 50,542 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,603,978 | 46,049 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,885,113 | 50,052 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,299,865 | 49,416 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,322,786 | 48,539 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,355,616 | 48,555 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,810,906 | 43,648 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,483,834 | 40,680 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $3,752,807 | 45,439 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,766,583 | 45,213 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $2,607,549 | 44,331 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,366,572 | 37,517 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,039,079 | 36,523 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,422,667 | 34,514 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,069,860 | 31,164 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,515,068 | 33,879 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,222,558 | 32,198 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||