B. Riley Wealth Advisors, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 1464811 MEMPHIS, TN

Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$6,324,667

-$1,622,546 QoQ

Shares Held

46,260

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,004

of 3,872 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in XOM Over Time

Shares Held

Position Value (USD)

Derivatives in XOM

reported options exposure · as of Jun 30, 2026

CallValue

$68,360

CallShares

500

PutValue

PutShares

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, 2026

B. Riley Wealth Advisors, Inc. holds $13,324,485 across 5 Oil & Gas Integrated names. XOM ranks #1 (47.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	46,260	$6,324,667
2	CVX	Chevron Corp	26,293	$4,358,327
3	BP	Bp PLC	36,348	$1,343,058
4	SHEL	Shell plc	10,614	$823,009
5	TTE	TotalEnergies SE	6,114	$475,424

All Filings in XOM

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,360	500	-99.0%	Call	Sole	2026-07-14
2026-06-30	$6,324,667	46,260	-1.2%	Shares	Sole	2026-07-14
2026-03-31	$7,947,213	46,842	-18.8%	Shares	Sole	2026-04-27
2026-03-31	$85,735	50,000	+7042.9%	Call	Sole	2026-04-27
2025-12-31	$6,940,489	57,674	+2.3%	Shares	Sole	2026-02-17
2025-12-31	$84,238	700	—	Call	Sole	2026-02-17
2025-09-30	$6,355,379	56,367	-8.7%	Shares	Sole	2025-10-31
2025-06-30	$6,657,620	61,759	-74.5%	Shares	Sole	2025-08-19
2024-12-31	$26,030,218	241,984	-11.9%	Shares	Sole	2025-02-25
2024-09-30	$32,194,473	274,650	-7.7%	Shares	Sole	2024-12-13
2024-06-30	$34,245,667	297,478	+12.4%	Shares	Sole	2024-08-19
2024-03-31	$30,770,122	264,712	+3.1%	Shares	Sole	2024-05-16
2023-12-31	$25,660,766	256,659	-3.0%	Shares	Sole	2024-03-15
2023-09-30	$31,124,836	264,712	-1.8%	Shares	Sole	2023-12-01
2023-06-30	$28,918,461	269,636	-6.8%	Shares	Sole	2023-07-27
2023-03-31	$31,725,405	289,307	-0.9%	Shares	Sole	2023-05-17
2022-12-31	$32,194,805	291,884	-1.3%	Shares	Sole	2023-03-15
2022-09-30	$25,821,843	295,749	+36.1%	Shares	Other	2022-11-22
2022-06-30	$18,605,973	217,258	-3.8%	Shares	Other	2022-08-12
2022-03-31	$18,648,738	225,799	+0.0%	Shares	Other	2022-05-02
2021-12-31	$13,816,272	225,793	-1.1%	Shares	Other	2022-01-28
2021-09-30	$13,425,605	228,249	+2.9%	Shares	Other	2021-11-16
2021-06-30	$13,992,216	221,817	-0.5%	Shares	Other	2021-08-10
2021-03-31	$12,447,074	222,946	+146.5%	Shares	Other	2021-05-13
2020-12-31	$3,727,523	90,430	-34.7%	Shares	Other	2021-02-04
2020-09-30	$4,753,193	138,456	+5.1%	Shares	Other	2020-11-09
2020-06-30	$5,888,729	131,680	+30.6%	Shares	Other	2020-07-31
2020-03-31	$3,829,046	100,844	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.