Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,779,000
-$83,696 QoQ
Shares Held
13,012
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,891
of 3,866 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $2,881,448 across 8 Oil & Gas Integrated names. XOM ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
13,012 | $1,779,000 | |
| 2 | BP |
Bp PLC
|
14,933 | $551,774 | |
| 3 | CVX |
Chevron Corp
|
1,621 | $268,696 | |
| 4 | SHEL |
Shell plc
|
2,000 | $155,080 | |
| 5 | NFG |
National Fuel Gas Co
|
1,555 | $120,061 | |
| 6 | SU |
Suncor Energy Inc
|
78 | $4,187 | |
| 7 | IMO |
Imperial Oil Ltd
|
14 | $1,568 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
67 | $1,082 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,779,000 | 13,012 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,862,696 | 10,979 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,364,173 | 11,336 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,196,615 | 10,613 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,183,536 | 10,979 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,234,374 | 10,379 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $749,547 | 6,968 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $777,051 | 6,629 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $654,226 | 5,683 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,211,220 | 10,420 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $660,367 | 6,605 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $659,035 | 5,605 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $598,026 | 5,576 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $605,871 | 5,525 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $609,407 | 5,525 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $482,387 | 5,525 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $473,161 | 5,525 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $459,035 | 5,558 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,094 | 5,558 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $326,921 | 5,558 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $352,491 | 5,588 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $312,145 | 5,591 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $255,193 | 6,191 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $223,179 | 6,501 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $290,724 | 6,501 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $247,830 | 6,527 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||