Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,935,579
-$1,805,910 QoQ
Shares Held
72,671
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#760
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Valmark Advisers, Inc. holds $12,993,367 across 3 Oil & Gas Integrated names. XOM ranks #1 (76.5% 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 | $9,935,579 | 72,671 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,741,489 | 69,206 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,397,926 | 69,785 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,117,774 | 71,998 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,605,613 | 70,553 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,934,296 | 66,714 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,993,018 | 65,009 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,329,411 | 53,996 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,039,540 | 52,463 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,996,705 | 51,589 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,942,711 | 49,437 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,177,164 | 44,031 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,844,160 | 45,167 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,016,177 | 45,743 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,755,143 | 43,111 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,113,649 | 35,662 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,976,932 | 34,761 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,012,883 | 36,480 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,003,054 | 32,735 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,006,173 | 34,107 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,302,924 | 36,508 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,831,503 | 32,805 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,291,999 | 31,344 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,136,391 | 33,102 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,382,563 | 30,916 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,130,366 | 29,770 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||