Nelson Capital Management, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1512611
MENLO PARK, CA
Position in XOM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,606,673
-$1,029,795 QoQ
Shares Held
26,380
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,352
of 3,884 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Nelson Capital Management, LLC holds $9,649,903 across 4 Oil & Gas Integrated names. XOM ranks #1 (37.4% of the industry book) .
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,606,673 | 26,380 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,636,468 | 27,328 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,930,956 | 49,285 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,551,020 | 49,233 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,313,462 | 49,290 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,791,891 | 48,700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,311,591 | 49,378 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,979,626 | 51,012 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,931,903 | 51,528 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,352,051 | 54,646 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,107,578 | 51,086 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,061,719 | 51,554 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,573,568 | 51,968 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,993,686 | 54,657 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,648,994 | 60,281 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,512,578 | 63,138 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,491,579 | 64,124 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,305,251 | 64,236 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,311,301 | 21,430 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,195,751 | 20,329 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,164,015 | 18,453 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $948,663 | 16,992 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $682,355 | 16,554 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,498,950 | 43,663 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,074,292 | 46,384 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,385,791 | 36,497 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||