Position in XOM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,223,964
-$1,357,001 QoQ
Shares Held
30,895
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,257
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $8,117,602 across 12 Oil & Gas Integrated names. XOM ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
30,895 | $4,223,964 | |
| 2 | CVX |
Chevron Corp
|
16,500 | $2,735,040 | |
| 3 | SU |
Suncor Energy Inc
|
7,309 | $392,347 | |
| 4 | SHEL |
Shell plc
|
3,790 | $293,876 | |
| 5 | NFG |
National Fuel Gas Co
|
3,723 | $287,452 | |
| 6 | TTE |
TotalEnergies SE
|
1,074 | $83,514 | |
| 7 | BP |
Bp PLC
|
1,355 | $50,067 | |
| 8 | E |
Eni Spa
|
494 | $23,148 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,223,964 | 30,895 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,580,965 | 32,895 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,003,591 | 33,269 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,819,857 | 33,879 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,669,619 | 34,041 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,166,950 | 35,037 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,860,687 | 35,890 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,232,931 | 36,111 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,323,053 | 28,866 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,602,975 | 30,996 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,069,086 | 30,697 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,681,312 | 31,309 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,345,985 | 31,198 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,480,608 | 31,740 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,528,827 | 31,993 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,787,633 | 31,928 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,964,685 | 34,618 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,797,075 | 33,867 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,194,518 | 35,864 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,084,580 | 35,440 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,190,200 | 34,721 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,914,689 | 34,295 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,845,130 | 44,763 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,181,672 | 34,421 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,459,616 | 32,639 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,313,724 | 34,599 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||