Position in XOM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$503,551,728
+$148,737,301 QoQ
Shares Held
2,968,005
+0.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 55.16408874256583.ToString("F0")%
Shared 0.8749776715882926.ToString("F0")%
None 43.96093358584587.ToString("F0")%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Focus Partners Wealth holds $967,704,826 across 12 Oil & Gas Integrated names. XOM ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
Exxon Mobil Corp
This page
|
2,968,005 | $503,551,728 | |
| 2 | CVX |
Chevron Corp
|
1,765,073 | $365,193,603 | |
| 3 | SU |
Suncor Energy Inc
|
728,508 | $48,161,663 | |
| 4 | SHEL |
Shell plc
|
187,300 | $17,418,900 | |
| 5 | BP |
Bp PLC
|
321,062 | $15,089,914 | |
| 6 | TTE |
TotalEnergies SE
|
145,060 | $13,197,558 | |
| 7 | NFG |
National Fuel Gas Co
|
20,188 | $1,896,864 | |
| 8 | E |
Eni Spa
|
25,562 | $1,447,064 |
All Filings in XOM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,551,728 | 2,968,005 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $354,814,427 | 2,948,433 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,942,381 | 2,420,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,325,911 | 2,136,604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $247,367,739 | 2,079,944 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $223,413,531 | 2,076,913 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $157,251,216 | 1,341,505 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $184,875,122 | 1,605,934 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $89,270,808 | 767,987 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $18,798,739 | 188,025 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||