Avidian Wealth Enterprises, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1471474 HOUSTON, TX

Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$32,473,597

-$7,377,161 QoQ

Shares Held

237,519

+1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.47%

of 13F equity value

Holder Rank

#395

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Common Shares in XOM Over Time

Shares Held

Position Value (USD)

Derivatives in XOM

reported options exposure · as of Dec 31, 2021

CallValue

$24,476

CallShares

400

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

Avidian Wealth Enterprises, LLC holds $48,598,309 across 6 Oil & Gas Integrated names. XOM ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	237,519	$32,473,597
2	CVX	Chevron Corp	77,432	$12,835,128
3	SHEL	Shell plc	22,017	$1,707,198
4	BP	Bp PLC	31,699	$1,171,278
5	CVE	Cenovus Energy Inc.	8,303	$205,997
6	SU	Suncor Energy Inc	3,821	$205,111

All Filings in XOM

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,473,597	237,519	+1.1%	Shares	Sole	2026-07-24
2026-03-31	$39,850,758	234,886	+15.8%	Shares	Sole	2026-05-07
2025-12-31	$24,416,263	202,894	+0.7%	Shares	Sole	2026-02-02
2025-09-30	$22,708,188	201,403	+0.4%	Shares	Sole	2025-10-30
2025-06-30	$21,621,553	200,571	-2.1%	Shares	Sole	2025-07-30
2025-03-31	$24,356,031	204,793	-0.2%	Shares	Sole	2025-04-25
2024-12-31	$22,076,698	205,231	+3.7%	Shares	Sole	2025-01-29
2024-09-30	$23,197,251	197,895	+4.5%	Shares	Sole	2024-10-30
2024-06-30	$21,798,202	189,352	+33.9%	Shares	Sole	2024-08-06
2024-03-31	$16,435,289	141,391	-0.6%	Shares	Sole	2024-05-03
2023-12-31	$14,227,553	142,304	+9.1%	Shares	Sole	2024-02-06
2023-09-30	$15,336,429	130,434	-14.9%	Shares	Sole	2023-10-13
2023-06-30	$16,443,355	153,318	-28.8%	Shares	Sole	2023-08-03
2023-03-31	$23,609,030	215,293	+9.6%	Shares	Sole	2023-05-08
2022-12-31	$21,676,486	196,523	-0.4%	Shares	Sole	2023-02-06
2022-09-30	$17,228,882	197,330	-5.1%	Shares	Sole	2022-11-03
2022-06-30	$17,811,150	207,977	-0.7%	Shares	Sole	2022-07-29
2022-03-31	$17,305,165	209,531	-4.7%	Shares	Sole	2022-05-10
2021-12-31	$24,476	400	0.0%	Call	Sole	2022-02-14
2021-12-31	$13,446,686	219,753	-1.1%	Shares	Sole	2022-02-14
2021-09-30	$13,066,392	222,142	-3.6%	Shares	Sole	2021-11-10
2021-06-30	$14,535,965	230,437	+8.9%	Shares	Sole	2021-08-09
2021-03-31	$11,810,445	211,543	+7.4%	Shares	Sole	2021-05-05
2020-12-31	$8,120,999	197,016	-1.5%	Shares	Sole	2021-02-09
2020-09-30	$13,732	400	0.0%	Call	Sole	2020-11-06
2020-09-30	$6,868,780	200,081	+23.8%	Shares	Sole	2021-02-03
2020-06-30	$2,000	400	—	Call	Sole	2020-08-10
2020-06-30	$7,228,361	161,636	+20.7%	Shares	Sole	2020-08-10
2020-03-31	$5,082,929	133,867	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.