EXENCIAL WEALTH ADVISORS, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in XOM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,796,264

+$1,812,770 QoQ

Shares Held

34,164

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $32,741,061 across 5 Oil & Gas Integrated names. XOM ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	71,583	$14,810,522
2	SHEL	Shell plc	68,043	$6,327,999
3	XOM	ExxonMobil Holdings Corp This page	34,164	$5,796,264
4	SU	Suncor Energy Inc	81,294	$5,374,346
5	BP	Bp PLC	9,190	$431,930

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,796,264	34,164	+3.2%	Shares	Sole	2026-04-28
2025-12-31	$3,983,494	33,102	+0.4%	Shares	Sole	2026-01-30
2025-09-30	$3,717,705	32,973	-0.0%	Shares	Sole	2025-10-27
2025-06-30	$3,555,567	32,983	-4.0%	Shares	Sole	2025-07-30
2025-03-31	$4,085,364	34,351	-9.6%	Shares	Sole	2025-05-09
2024-12-31	$4,086,261	37,987	+7.2%	Shares	Sole	2025-02-06
2024-09-30	$4,152,284	35,423	-0.2%	Shares	Sole	2024-10-31
2024-06-30	$4,087,220	35,504	-7.1%	Shares	Sole	2024-08-12
2024-03-31	$4,443,506	38,227	-5.1%	Shares	Sole	2024-05-10
2023-12-31	$4,025,794	40,266	+7.8%	Shares	Sole	2024-02-13
2023-09-30	$4,393,729	37,368	-12.6%	Shares	Sole	2023-11-08
2023-06-30	$4,585,688	42,757	+17.5%	Shares	Sole	2023-08-10
2023-03-31	$3,991,733	36,401	-2.3%	Shares	Sole	2023-05-02
2022-12-31	$4,109,998	37,262	+7.6%	Shares	Sole	2023-02-14
2022-09-30	$3,022,672	34,620	-1.7%	Shares	Sole	2022-11-08
2022-06-30	$3,015,726	35,214	+55.8%	Shares	Sole	2022-08-11
2022-03-31	$1,866,781	22,603	-9.5%	Shares	Sole	2022-05-12
2021-12-31	$1,528,648	24,982	-30.2%	Shares	Sole	2022-02-10
2021-09-30	$2,106,638	35,815	+31.3%	Shares	Sole	2021-11-04
2021-06-30	$1,720,570	27,276	+10.7%	Shares	Sole	2021-08-16
2021-03-31	$1,376,152	24,649	-7.3%	Shares	Sole	2021-05-06
2020-12-31	$1,096,204	26,594	-12.9%	Shares	Sole	2021-02-11
2020-09-30	$1,048,232	30,534	+17.3%	Shares	Sole	2020-11-13
2020-06-30	$1,163,972	26,028	+22.4%	Shares	Sole	2020-08-17
2020-03-31	$807,659	21,271	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.