Regal Investment Advisors LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1559789 KENTWOOD, MI

Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,644,592

-$2,212,338 QoQ

Shares Held

48,600

-6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#979

of 3,884 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 7% Shared 5% None 89%

Common Shares in XOM Over Time

Shares Held

Position Value (USD)

Derivatives in XOM

reported options exposure · as of Jun 30, 2020

CallValue

$4,472

CallShares

100

PutValue

PutShares

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, 2026

Regal Investment Advisors LLC holds $18,517,139 across 4 Oil & Gas Integrated names. XOM ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	62,380	$10,340,108
2	XOM	ExxonMobil Holdings Corp This page	48,600	$6,644,592
3	NFG	National Fuel Gas Co	11,223	$866,527
4	BP	Bp PLC	18,022	$665,912

All Filings in XOM

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,644,592	48,600	-6.9%	Shares	Sole	2026-08-14
2026-03-31	$8,856,930	52,204	+18.0%	Shares	Sole	2026-05-14
2025-12-31	$5,322,277	44,227	+4.2%	Shares	Sole	2026-02-17
2025-09-30	$4,785,222	42,441	+37.4%	Shares	Sole	2025-11-13
2025-06-30	$3,330,696	30,897	+45.6%	Shares	Sole	2025-08-11
2025-03-31	$2,523,337	21,217	-19.9%	Shares	Sole	2025-05-12
2024-12-31	$2,848,991	26,485	-6.4%	Shares	Sole	2025-02-13
2024-09-30	$3,316,622	28,294	-36.2%	Shares	Sole	2024-11-12
2024-06-30	$5,108,450	44,375	+72.4%	Shares	Sole	2024-08-15
2024-03-31	$2,991,668	25,737	+23.3%	Shares	Sole	2024-05-15
2023-12-31	$2,087,282	20,877	+9.3%	Shares	Sole	2024-02-14
2023-09-30	$2,245,778	19,100	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$2,067,887	19,281	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$2,112,161	19,261	-1.4%	Shares	Sole	2023-05-11
2022-12-31	$2,154,600	19,534	-1.0%	Shares	Sole	2023-03-01
2022-09-30	$1,723,150	19,736	+5.3%	Shares	Sole	2022-11-15
2022-06-30	$1,605,321	18,745	-5.0%	Shares	Sole	2022-08-09
2022-03-31	$1,630,409	19,741	-3.3%	Shares	Sole	2022-05-09
2021-12-31	$1,248,949	20,411	-1.5%	Shares	Sole	2022-02-10
2021-09-30	$1,218,279	20,712	+5.2%	Shares	Sole	2021-11-05
2021-06-30	$1,241,729	19,685	+10.2%	Shares	Sole	2021-08-09
2020-12-31	$736,147	17,859	-48.4%	Shares	Sole	2021-02-12
2020-06-30	$1,546,507	34,582	—	Shares	Sole	2020-08-03
2020-06-30	$4,472	100	—	Call	Sole	2020-08-03
No filing history on record for this holder in this stock.