Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in XOM — ExxonMobil Holdings Corp
CIK 1510434
Seattle, WA
Position in XOM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,344,964
-$3,107,983 QoQ
Shares Held
97,608
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#650
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$246,096
PutShares
1,800
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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $26,595,530 across 8 Oil & Gas Integrated names. XOM ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
97,608 | $13,344,964 | |
| 2 | CVX |
Chevron Corp
|
62,673 | $10,388,675 | |
| 3 | SHEL |
Shell plc
|
9,012 | $698,789 | |
| 4 | SU |
Suncor Energy Inc
|
11,671 | $626,499 | |
| 5 | BP |
Bp PLC
|
13,639 | $503,960 | |
| 6 | CVE |
Cenovus Energy Inc.
|
19,988 | $495,901 | |
| 7 | TTE |
TotalEnergies SE
|
4,317 | $335,688 | |
| 8 | NFG |
National Fuel Gas Co
|
2,604 | $201,054 |
All Filings in XOM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,096 | 1,800 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $13,344,964 | 97,608 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $16,452,947 | 96,976 | Shares | Other | 2026-05-04 | |
| 2026-03-31 | $305,388 | 1,800 | Put | Sole | 2026-05-04 | |
| 2025-12-31 | $11,084,877 | 92,113 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $10,677,424 | 94,700 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,992,473 | 101,971 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $11,403,840 | 95,887 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,984,168 | 74,223 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,894,884 | 67,351 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $7,075,620 | 61,463 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,905,469 | 59,407 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,488,001 | 124,905 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,638,574 | 115,994 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $32,175 | 300 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $10,802,220 | 100,720 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,052,124 | 64,309 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,183,066 | 65,123 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,689,982 | 42,263 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,881,614 | 33,648 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,427,650 | 17,286 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,086,979 | 17,764 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $945,943 | 16,082 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,267,277 | 20,090 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $879,266 | 15,749 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,105,850 | 26,828 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,087,643 | 31,682 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,490,696 | 33,334 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,376,374 | 36,249 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||