Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,331,152
-$358,420 QoQ
Shares Held
31,679
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,246
of 3,872 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Capital Wealth Planning, LLC holds $799,576,215 across 7 Oil & Gas Integrated names. XOM ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
4,290,958 | $711,269,197 | |
| 2 | IMO |
Imperial Oil Ltd
|
227,592 | $25,494,855 | |
| 3 | E |
Eni Spa
|
459,273 | $21,521,532 | |
| 4 | YPF |
Ypf Sociedad Anonima
|
396,043 | $18,008,075 | |
| 5 | TTE |
TotalEnergies SE
|
123,962 | $9,639,285 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
576,245 | $9,312,119 | |
| 7 | XOM |
ExxonMobil Holdings Corp
This page
|
31,679 | $4,331,152 |
All Filings in XOM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,331,152 | 31,679 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,689,572 | 27,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,407,186 | 28,313 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,198,041 | 28,364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,052,141 | 28,313 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,451,943 | 29,025 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $680,702 | 6,328 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $758,765 | 6,473 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $743,675 | 6,460 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $750,910 | 6,460 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $650,869 | 6,510 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,969,582 | 16,751 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,809,200 | 16,869 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $674,409 | 6,150 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $696,213 | 6,312 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $536,956 | 6,150 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $507,928 | 6,150 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $523,174 | 8,550 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $609,904 | 10,369 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,335,088 | 21,165 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,171,871 | 20,990 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $931,407 | 22,596 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $804,351 | 23,430 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,916,967 | 42,866 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,351,671 | 61,935 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||