Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$282,595,043
-$89,252,001 QoQ
Shares Held
2,066,962
-5.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#103
of 3,861 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 11%
None 25%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$150,392
CallShares
1,100
PutValue
$273,440
PutShares
2,000
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, 2026Cerity Partners LLC holds $603,510,325 across 13 Oil & Gas Integrated names. XOM ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
2,066,962 | $282,595,043 | |
| 2 | CVX |
Chevron Corp
|
1,372,649 | $227,530,297 | |
| 3 | SHEL |
Shell plc
|
461,152 | $35,757,723 | |
| 4 | BP |
Bp PLC
|
526,262 | $19,445,379 | |
| 5 | TTE |
TotalEnergies SE
|
152,945 | $11,893,001 | |
| 6 | IMO |
Imperial Oil Ltd
|
99,082 | $11,099,164 | |
| 7 | NFG |
National Fuel Gas Co
|
59,416 | $4,587,507 | |
| 8 | SU |
Suncor Energy Inc
|
71,528 | $3,839,621 |
All Filings in XOM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,595,043 | 2,066,962 | Shares | Other | 2026-08-14 | |
| 2026-06-30 | $150,392 | 1,100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $273,440 | 2,000 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $371,847,044 | 2,191,719 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $339,320 | 2,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $169,660 | 1,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $252,009,167 | 2,094,143 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $225,484,215 | 1,999,860 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $217,157,278 | 2,014,446 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $237,937,661 | 2,000,653 | Put | Other | 2025-04-30 | |
| 2024-12-31 | $199,645,402 | 1,855,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $220,401,263 | 1,880,236 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $193,565,185 | 1,681,421 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $164,651,170 | 1,416,476 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $157,175,858 | 1,572,073 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $94,272,822 | 801,776 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $118,418,800 | 1,104,138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $111,722,156 | 1,018,805 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $94,264,365 | 854,618 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $40,708,898 | 466,257 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,345,573 | 342,662 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $15,474,227 | 187,362 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,095,427 | 197,670 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,515,546 | 161,774 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $9,517,762 | 150,884 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,530,768 | 152,799 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $6,136,916 | 148,882 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,643,371 | 164,386 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,922,192 | 177,151 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,999,427 | 184,341 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||