Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,526,282
-$207,934 QoQ
Shares Held
25,792
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,365
of 3,870 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IMA Advisory Services, Inc. holds $6,213,284 across 10 Oil & Gas Integrated names. XOM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
25,792 | $3,526,282 | |
| 2 | CVX |
Chevron Corp
|
15,749 | $2,610,554 | |
| 3 | SHEL |
Shell plc
|
389 | $30,163 | |
| 4 | BP |
Bp PLC
|
672 | $24,830 | |
| 5 | NFG |
National Fuel Gas Co
|
76 | $5,867 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
308 | $4,751 | |
| 7 | TTE |
TotalEnergies SE
|
51 | $3,965 | |
| 8 | E |
Eni Spa
|
82 | $3,842 |
All Filings in XOM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,526,282 | 25,792 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,734,216 | 22,010 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,670,705 | 22,193 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,509,476 | 22,257 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,398,873 | 22,253 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,890,236 | 24,302 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,276,044 | 30,455 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,882,912 | 33,125 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $43,387 | 369 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $39,575 | 369 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,934 | 45 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $23,163 | 210 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $14,406 | 165 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,130 | 165 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $13,627 | 165 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $10,096 | 165 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,705 | 165 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $10,408 | 165 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,211 | 165 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,305 | 250 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,878 | 346 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $670,621 | 14,996 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $586,864 | 15,456 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||