Position in XOM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$100,001,929
-$18,918,703 QoQ
Shares Held
731,436
+4.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#211
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)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,720,728
PutShares
19,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. XOM ranks #1 (69.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in XOM
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,001,929 | 731,436 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $2,720,728 | 19,900 | Put | Sole | 2026-07-17 | |
| 2026-03-31 | $3,291,404 | 19,400 | Put | Sole | 2026-04-30 | |
| 2026-03-31 | $118,920,632 | 700,935 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $81,397,253 | 676,394 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $2,334,596 | 19,400 | Put | Sole | 2026-02-03 | |
| 2025-09-30 | $73,136,415 | 648,660 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $845,625 | 7,500 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $808,500 | 7,500 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $67,979,650 | 630,609 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $61,779,615 | 519,462 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $57,461,635 | 534,179 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $53,759,084 | 458,617 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $47,002,459 | 408,291 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $45,248,977 | 389,272 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $31,742,750 | 317,491 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $29,138,322 | 247,817 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,604,866 | 229,416 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $20,370,660 | 185,762 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $19,518,026 | 176,954 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,803,390 | 123,736 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $11,251,725 | 131,384 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,692,762 | 117,360 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,113,676 | 99,913 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $547,731 | 9,312 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,161,079 | 81,818 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,310,971 | 41,393 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,760,258 | 42,704 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,443,851 | 42,058 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,947,584 | 65,912 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $2,174,579 | 57,271 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||