Position in XOM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,953,596
-$3,437,304 QoQ
Shares Held
80,117
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#719
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)
Derivatives in XOM
reported options exposure · as of Jun 30, 2020CallValue
$1,252,160
CallShares
28,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Sigma Planning Corp holds $27,734,037 across 7 Oil & Gas Integrated names. XOM ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
82,993 | $13,756,919 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
80,117 | $10,953,596 | |
| 3 | BP |
Bp PLC
|
25,542 | $943,776 | |
| 4 | SHEL |
Shell plc
|
9,336 | $723,913 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
38,823 | $608,768 | |
| 6 | TTE |
TotalEnergies SE
|
7,032 | $546,808 | |
| 7 | EC |
Ecopetrol S.A.
|
14,063 | $200,257 |
All Filings in XOM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,953,596 | 80,117 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,390,900 | 84,822 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,372,224 | 86,191 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,770,935 | 77,791 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,346,044 | 86,698 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,341,082 | 86,951 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,309,538 | 86,544 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,688,705 | 91,185 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $10,681,869 | 92,789 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $14,122,346 | 121,493 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,719,155 | 47,201 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $16,127,507 | 137,162 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $11,571,846 | 107,896 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $13,254,275 | 120,867 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,639,808 | 123,661 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $10,209,420 | 116,933 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,858,093 | 161,818 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,519,901 | 115,267 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,253,952 | 118,548 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,614,014 | 112,445 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $7,231,301 | 114,637 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,704,765 | 102,181 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,343,227 | 105,367 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,246,518 | 123,697 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,684,761 | 127,119 | Shares | Sole | 2020-07-31 | |
| 2020-06-30 | $1,252,160 | 28,000 | Call | Sole | 2020-07-31 | |
| 2020-03-31 | $1,063,160 | 28,000 | Call | Sole | 2020-05-01 | |
| 2020-03-31 | $3,920,440 | 103,251 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||