Diversified Trust Co

Bank

Position in XOM — ExxonMobil Holdings Corp

CIK 1479844 MEMPHIS, TN

Position in XOM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$19,799,789

-$2,721,557 QoQ

Shares Held

144,820

+9.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#518

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Energy · as of Jun 30, 2026

Diversified Trust Co holds $39,037,384 across 6 Oil & Gas Integrated names. XOM ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	144,820	$19,799,789
2	CVX	Chevron Corp	69,764	$11,564,080
3	BP	Bp PLC	159,671	$5,899,843
4	SHEL	Shell plc	11,675	$905,279
5	PBR	Petrobras - Petroleo Brasileiro SA	37,603	$607,664
6	TTE	TotalEnergies SE	3,353	$260,729

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,799,789	144,820	+9.1%	Shares	Sole	2026-07-17
2026-03-31	$22,521,346	132,744	+13.9%	Shares	Sole	2026-04-16
2025-12-31	$14,028,755	116,576	+3.0%	Shares	Sole	2026-01-09
2025-09-30	$12,762,848	113,196	+3.3%	Shares	Sole	2025-10-20
2025-06-30	$11,816,712	109,617	-1.4%	Shares	Sole	2025-07-11
2025-03-31	$13,220,496	111,162	+20.2%	Shares	Sole	2025-04-24
2024-12-31	$9,947,427	92,474	-5.2%	Shares	Sole	2025-01-07
2024-09-30	$11,438,444	97,581	+14.2%	Shares	Sole	2024-10-07
2024-06-30	$9,833,780	85,422	-4.3%	Shares	Sole	2024-07-16
2024-03-31	$10,374,070	89,247	-2.0%	Shares	Sole	2024-04-18
2023-12-31	$9,102,578	91,044	+7.7%	Shares	Sole	2024-01-08
2023-09-30	$9,938,448	84,525	-4.2%	Shares	Sole	2023-11-17
2023-06-30	$9,467,172	88,272	+0.7%	Shares	Sole	2023-07-18
2023-03-31	$9,616,304	87,692	-5.8%	Shares	Sole	2023-04-07
2022-12-31	$10,268,378	93,095	+1.0%	Shares	Sole	2023-01-17
2022-09-30	$8,049,196	92,191	-7.7%	Shares	Sole	2022-10-14
2022-06-30	$8,557,577	99,925	-3.2%	Shares	Sole	2022-07-12
2022-03-31	$8,528,821	103,267	-7.1%	Shares	Sole	2022-04-07
2021-12-31	$6,803,899	111,193	+58.1%	Shares	Sole	2022-01-13
2021-09-30	$4,136,987	70,333	-3.7%	Shares	Sole	2022-01-13
2021-06-30	$4,607,426	73,041	+5.2%	Shares	Sole	2021-07-20
2021-03-31	$3,877,226	69,447	+12.1%	Shares	Sole	2021-05-10
2020-12-31	$2,552,713	61,929	-10.3%	Shares	Sole	2021-01-08
2020-09-30	$2,370,864	69,061	+39.1%	Shares	Sole	2020-10-15
2020-06-30	$2,220,169	49,646	+3.3%	Shares	Sole	2020-07-07
2020-03-31	$1,824,268	48,045	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.