Position in XOM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$379,184,840
+$135,602,000 QoQ
Shares Held
2,234,969
+10.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Mar 31, 2021CallValue
$145,158
CallShares
2,600
PutValue
$0
PutShares
0
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 Mar 31, 2026Creative Planning holds $716,529,325 across 14 Oil & Gas Integrated names. XOM ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
2,234,969 | $379,184,840 | |
| 2 | CVX |
Chevron Corp
|
900,524 | $186,318,415 | |
| 3 | SHEL |
Shell plc
|
455,612 | $42,371,916 | |
| 4 | TTE |
TotalEnergies SE
|
236,867 | $21,550,159 | |
| 5 | SU |
Suncor Energy Inc
|
274,510 | $18,147,855 | |
| 6 | BP |
Bp PLC
|
333,060 | $15,653,820 | |
| 7 | CVE |
Cenovus Energy Inc.
|
525,488 | $13,941,196 | |
| 8 | E |
Eni Spa
|
200,302 | $11,339,096 |
All Filings in XOM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,184,840 | 2,234,969 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $243,582,840 | 2,024,122 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $211,676,737 | 1,877,399 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $190,378,248 | 1,766,032 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $211,632,128 | 1,779,468 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $191,517,627 | 1,780,400 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $211,140,414 | 1,801,232 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $206,237,347 | 1,791,499 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $194,356,418 | 1,672,027 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $162,587,275 | 1,626,198 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $202,279,222 | 1,720,354 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $165,647,410 | 1,544,498 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $178,012,064 | 1,623,309 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $173,503,223 | 1,573,012 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $122,139,443 | 1,398,917 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $126,405,410 | 1,476,009 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $95,204,879 | 1,152,741 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $68,257,261 | 1,115,497 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $66,078,446 | 1,123,401 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $73,281,738 | 1,161,727 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $67,460,003 | 1,208,311 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $145,158 | 2,600 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $50,144,418 | 1,216,507 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $36,338,442 | 1,058,504 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $48,795,423 | 1,091,132 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $40,568,742 | 1,068,442 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $7,594 | 200 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $11,391 | 300 | Put | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||