Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$969,891
-$5,196,401 QoQ
Shares Held
7,094
-80.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,419
of 3,872 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$225,967
PutShares
1,900
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, 2026Family Manage LLC holds $4,020,410 across 6 Oil & Gas Integrated names. XOM ranks #2 (24.1% of the industry book) .
All Filings in XOM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,891 | 7,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,166,292 | 36,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $800,862 | 6,655 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $630,723 | 5,594 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $609,609 | 5,655 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $752,113 | 6,324 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $225,967 | 1,900 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $549,682 | 5,110 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $204,383 | 1,900 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $638,380 | 5,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $678,402 | 5,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $717,665 | 6,174 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $617,076 | 6,172 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $729,936 | 6,208 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $778,420 | 7,258 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $459,694 | 4,192 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $470,539 | 4,266 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,731 | 100 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $230,673 | 2,642 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $213,671 | 2,495 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $8,564 | 100 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $291,955 | 3,535 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $214,470 | 3,505 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $206,164 | 3,505 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $307,136 | 4,869 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $290,874 | 5,210 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $206,841 | 5,018 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $456,099 | 10,199 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,471,337 | 38,750 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||