Crestwood Advisors Group, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1426853 BOSTON, MA

Position in XOM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$22,978,803

-$2,902,660 QoQ

Shares Held

168,072

+10.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#476

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Energy · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $37,615,310 across 5 Oil & Gas Integrated names. XOM ranks #1 (61.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	168,072	$22,978,803
2	CVX	Chevron Corp	81,532	$13,514,744
3	SHEL	Shell plc	8,813	$683,360
4	SU	Suncor Energy Inc	4,134	$221,913
5	BP	Bp PLC	5,859	$216,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,978,803	168,072	+10.2%	Shares	Other	2026-08-03
2026-03-31	$25,881,463	152,549	+15.3%	Shares	Other	2026-05-05
2025-12-31	$15,916,889	132,266	-0.3%	Shares	Other	2026-02-03
2025-09-30	$14,959,218	132,676	+3.8%	Shares	Other	2025-11-07
2025-06-30	$13,775,223	127,785	-2.3%	Shares	Other	2025-08-05
2025-03-31	$15,559,849	130,832	+0.3%	Shares	Other	2025-05-05
2024-12-31	$14,033,366	130,458	+1.4%	Shares	Other	2025-02-04
2024-09-30	$15,084,103	128,682	-3.1%	Shares	Other	2024-10-30
2024-06-30	$15,290,698	132,824	+14.6%	Shares	Other	2024-08-01
2024-03-31	$13,467,333	115,858	+4.1%	Shares	Other	2024-05-08
2023-12-31	$11,129,573	111,318	+0.8%	Shares	Other	2024-02-13
2023-09-30	$12,983,300	110,421	+49.8%	Shares	Other	2023-11-15
2023-06-30	$7,903,038	73,688	+11.1%	Shares	Sole	2023-08-15
2023-03-31	$7,270,896	66,304	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$7,226,083	65,513	+3.2%	Shares	Sole	2023-02-14
2022-09-30	$5,541,303	63,467	+3.5%	Shares	Sole	2022-10-26
2022-06-30	$5,249,903	61,302	-2.1%	Shares	Sole	2022-07-07
2022-03-31	$5,173,024	62,635	-22.0%	Shares	Sole	2022-04-12
2021-12-31	$4,915,025	80,324	+19.4%	Shares	Sole	2022-02-15
2021-09-30	$3,955,703	67,251	+10.3%	Shares	Sole	2021-11-03
2021-06-30	$3,844,978	60,954	-0.8%	Shares	Sole	2021-08-13
2021-03-31	$3,430,976	61,454	+1.9%	Shares	Sole	2021-04-21
2020-12-31	$2,486,926	60,333	-13.9%	Shares	Sole	2021-02-09
2020-09-30	$2,404,267	70,034	-13.7%	Shares	Sole	2020-10-06
2020-06-30	$3,628,625	81,141	-26.3%	Shares	Sole	2020-08-14
2020-03-31	$4,181,939	110,138	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.