Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,751,383
-$218,539 QoQ
Shares Held
12,810
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,917
of 3,884 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026West Family Investments, Inc. holds $5,820,799 across 8 Oil & Gas Integrated names. XOM ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
12,810 | $1,751,383 | |
| 2 | CVX |
Chevron Corp
|
7,766 | $1,287,292 | |
| 3 | SHEL |
Shell plc
|
12,116 | $939,474 | |
| 4 | BP |
Bp PLC
|
14,902 | $550,628 | |
| 5 | EQNR |
Equinor ASA
|
14,996 | $470,874 | |
| 6 | CVE |
Cenovus Energy Inc.
|
13,585 | $337,043 | |
| 7 | SU |
Suncor Energy Inc
|
5,883 | $315,799 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,415 | $168,306 |
All Filings in XOM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,751,383 | 12,810 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,969,922 | 11,611 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,053,747 | 25,376 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,924,509 | 25,938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,727,124 | 25,298 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,601,392 | 13,465 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,470,159 | 13,667 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,511,551 | 12,895 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,772,049 | 58,826 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,539,081 | 56,255 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,584,082 | 55,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,611,405 | 56,229 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,990,127 | 55,852 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $6,116,615 | 55,778 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,144,482 | 55,707 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,863,778 | 55,707 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,757,130 | 55,548 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,570,448 | 55,339 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,386,193 | 55,339 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,345,916 | 56,884 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $3,814,447 | 60,470 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $2,638,302 | 47,256 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,937,340 | 47,000 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $1,039,292 | 23,240 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $882,422 | 23,240 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||