Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$48,798,786
-$11,462,579 QoQ
Shares Held
356,925
+0.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#310
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Waverly Advisors, LLC holds $120,922,893 across 8 Oil & Gas Integrated names. XOM ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
356,925 | $48,798,786 | |
| 2 | SHEL |
Shell plc
|
407,847 | $31,624,456 | |
| 3 | CVX |
Chevron Corp
|
177,024 | $29,343,498 | |
| 4 | BP |
Bp PLC
|
227,828 | $8,418,244 | |
| 5 | TTE |
TotalEnergies SE
|
21,009 | $1,633,659 | |
| 6 | SU |
Suncor Energy Inc
|
11,667 | $626,284 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,032 | $242,917 | |
| 8 | CVE |
Cenovus Energy Inc.
|
9,474 | $235,049 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,798,786 | 356,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $60,261,365 | 355,189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,206,651 | 325,799 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,905,677 | 274,108 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,887,846 | 240,147 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,719,893 | 249,894 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,104,500 | 224,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,404,364 | 165,538 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,255,546 | 167,265 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,474,631 | 98,715 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,592,781 | 65,941 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,627,513 | 56,366 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,569,278 | 51,928 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,117,173 | 46,664 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $3,758,471 | 34,075 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,026,290 | 23,208 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,140,039 | 13,312 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,073,917 | 13,003 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $819,272 | 13,389 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $754,601 | 12,829 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $721,509 | 11,438 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $584,149 | 10,463 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $473,452 | 11,486 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $396,133 | 11,539 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $442,414 | 9,893 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $372,789 | 9,818 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||