Transamerica Financial Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in XOM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,380,188
-$1,009,642 QoQ
Shares Held
10,095
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,093
of 3,866 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $4,871,665 across 12 Oil & Gas Integrated names. XOM ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
9,782 | $1,621,464 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
10,095 | $1,380,188 | |
| 3 | SHEL |
Shell plc
|
9,771 | $757,643 | |
| 4 | TTE |
TotalEnergies SE
|
7,620 | $592,531 | |
| 5 | SU |
Suncor Energy Inc
|
4,304 | $231,038 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
6,092 | $98,446 | |
| 7 | NFG |
National Fuel Gas Co
|
1,189 | $91,802 | |
| 8 | IMO |
Imperial Oil Ltd
|
376 | $42,119 |
All Filings in XOM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,188 | 10,095 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,389,830 | 14,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,714,604 | 14,248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,612,888 | 14,305 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,562,561 | 14,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,792,869 | 15,075 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,539,326 | 14,310 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,620,933 | 47,952 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,708,455 | 49,587 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,335,946 | 11,493 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,465,606 | 14,659 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,828,839 | 15,554 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,692,190 | 15,778 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,073,571 | 9,790 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,126,914 | 19,283 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,862,060 | 21,327 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,655,849 | 19,335 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $558 | 10 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $179,774 | 4,020 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||