HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1484205 LONG BEACH, CA

Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$107,735

-$25,957 QoQ

Shares Held

788

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#3,777

of 3,871 holders

Holding Since

Mar 2020

18 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 Sep 30, 2020

CallValue

CallShares

PutValue

$92,691

PutShares

2,700

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

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $259,518 across 8 Oil & Gas Integrated names. XOM ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	650	$107,744
2	XOM	ExxonMobil Holdings Corp This page	788	$107,735
3	BP	Bp PLC	583	$21,541
4	SHEL	Shell plc	191	$14,810
5	TTE	TotalEnergies SE	89	$6,920
6	E	Eni Spa	8	$374
7	EQNR	Equinor ASA	9	$282
8	IMO	Imperial Oil Ltd	1	$112

All Filings in XOM

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,735	788	0.0%	Shares	Sole	2026-07-21
2026-03-31	$133,692	788	-4.5%	Shares	Sole	2026-04-17
2025-12-31	$99,280	825	+123.0%	Shares	Sole	2026-01-23
2025-09-30	$41,717	370	+95.8%	Shares	Sole	2025-10-16
2025-06-30	$20,374	189	-40.8%	Shares	Sole	2025-07-17
2025-03-31	$37,938	319	-95.0%	Shares	Sole	2025-04-18
2023-03-31	$704,236	6,422	+10.3%	Shares	Sole	2023-04-25
2022-12-31	$642,166	5,822	-4.7%	Shares	Sole	2023-01-25
2022-09-30	$533,551	6,111	+12.5%	Shares	Other	2022-10-24
2022-06-30	$465,195	5,432	+25.9%	Shares	Sole	2022-08-05
2022-03-31	$356,210	4,313	+19.2%	Shares	Sole	2022-05-13
2021-12-31	$221,384	3,618	+0.2%	Shares	Other	2022-02-14
2021-09-30	$212,399	3,611	-11.3%	Shares	Other	2021-10-29
2021-06-30	$256,735	4,070	+13.7%	Shares	Sole	2021-07-29
2021-03-31	$199,815	3,579	-51.7%	Shares	Other	2021-05-06
2020-09-30	$254,213	7,405	-12.7%	Shares	Other	2020-11-10
2020-09-30	$92,691	2,700	0.0%	Put	Other	2020-11-10
2020-06-30	$379,180	8,479	+1.8%	Shares	Other	2020-08-10
2020-06-30	$120,744	2,700	-10.0%	Put	Other	2020-08-10
2020-03-31	$316,365	8,332	—	Shares	Other	2020-05-01
2020-03-31	$113,910	3,000	—	Put	Other	2020-05-01
No filing history on record for this holder in this stock.