Chicago Partners Investment Group LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1563525 CHICAGO, IL

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Position in XOM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$9,505,321

-$1,881,918 QoQ

Shares Held

69,524

+3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#788

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Common Shares in XOM Over Time

Shares Held

Position Value (USD)

Derivatives in XOM

reported options exposure · as of Sep 30, 2020

CallValue

$1,000

CallShares

1,200

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

Chicago Partners Investment Group LLC holds $15,464,877 across 5 Oil & Gas Integrated names. XOM ranks #1 (61.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	69,524	$9,505,321
2	CVX	Chevron Corp	28,351	$4,699,461
3	NFG	National Fuel Gas Co	6,554	$506,034
4	BP	Bp PLC	11,000	$406,450
5	SHEL	Shell plc	4,483	$347,611

All Filings in XOM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,505,321	69,524	+3.6%	Shares	Sole	2026-07-30
2026-03-31	$11,387,239	67,118	+3.0%	Shares	Sole	2026-05-04
2025-12-31	$7,840,271	65,151	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$7,310,822	64,841	-0.9%	Shares	Sole	2025-10-30
2025-06-30	$7,052,922	65,426	+0.2%	Shares	Sole	2025-07-29
2025-03-31	$7,763,750	65,280	+0.9%	Shares	Sole	2025-05-09
2024-12-31	$6,958,165	64,685	+1.9%	Shares	Sole	2025-01-24
2024-09-30	$7,442,180	63,489	-2.8%	Shares	Sole	2024-10-29
2024-06-30	$7,522,861	65,348	+6.5%	Shares	Sole	2024-07-31
2024-03-31	$7,130,045	61,339	+0.8%	Shares	Sole	2024-04-25
2023-12-31	$6,083,283	60,845	+5.4%	Shares	Sole	2024-02-23
2023-09-30	$6,788,951	57,739	-1.6%	Shares	Sole	2023-10-26
2023-06-30	$6,294,717	58,692	+15.5%	Shares	Sole	2023-08-08
2023-03-31	$5,573,140	50,822	+2.1%	Shares	Sole	2023-04-26
2022-12-31	$5,490,954	49,782	-7.9%	Shares	Sole	2023-02-09
2022-09-30	$4,717,097	54,027	+3.9%	Shares	Sole	2022-11-09
2022-06-30	$4,451,481	51,979	+6.3%	Shares	Sole	2022-08-04
2022-03-31	$4,036,834	48,878	-0.1%	Shares	Sole	2022-05-20
2021-12-31	$2,993,231	48,917	-2.9%	Shares	Sole	2022-02-15
2021-09-30	$2,964,116	50,393	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$3,207,744	50,852	-3.1%	Shares	Sole	2021-08-02
2021-03-31	$2,930,460	52,489	+0.4%	Shares	Sole	2021-04-28
2020-12-31	$2,155,187	52,285	+3.7%	Shares	Sole	2021-01-27
2020-09-30	$1,730,163	50,398	-10.0%	Shares	Sole	2020-11-06
2020-09-30	$1,000	1,200	—	Call	Sole	2020-11-06
2020-06-30	$2,503,291	55,977	+4.3%	Shares	Sole	2020-07-31
2020-03-31	$2,037,318	53,656	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.