Capital Advisors, Ltd. LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1597878
SHAKER HEIGHTS, OH
Position in XOM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,321,808
-$33,266 QoQ
Shares Held
9,668
+21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,145
of 3,871 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, 2026Capital Advisors, Ltd. LLC holds $1,712,954 across 4 Oil & Gas Integrated names. XOM ranks #1 (77.2% of the industry book) .
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,808 | 9,668 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,355,074 | 7,987 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,071,146 | 8,901 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $989,719 | 8,778 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $914,251 | 8,481 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $814,908 | 6,852 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $687,049 | 6,387 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $733,328 | 6,256 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $717,773 | 6,235 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $701,973 | 6,039 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $546,590 | 5,467 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $664,797 | 5,654 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $634,276 | 5,914 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $431,841 | 3,938 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $437 | 5,618 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $262,191 | 3,003 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $252,980 | 2,954 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $239,180 | 2,896 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $177,206 | 2,896 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $202,576 | 3,444 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $217,247 | 3,444 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $192,278 | 3,444 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $141,961 | 3,444 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $118,163 | 3,442 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $153,792 | 3,439 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $130,540 | 3,438 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||