Position in XOM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,297,853
-$526,986 QoQ
Shares Held
16,807
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,669
of 3,872 holders
Holding Since
Mar 2020
26 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, 2026Wealth Architects, LLC holds $3,683,206 across 3 Oil & Gas Integrated names. XOM ranks #1 (62.4% of the industry book) .
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,297,853 | 16,807 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,824,839 | 16,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,010,520 | 16,707 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,925,995 | 17,082 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,846,182 | 17,126 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,044,763 | 17,193 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,953,471 | 18,160 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,611,892 | 13,751 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,605,808 | 13,949 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,590,628 | 13,684 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,388,622 | 13,889 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,615,901 | 13,743 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,463,426 | 13,645 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,541,271 | 14,055 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,537,912 | 13,943 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,217,101 | 13,940 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,416,571 | 16,541 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,285,265 | 15,562 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $855,925 | 13,988 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $777,835 | 13,224 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $859,780 | 13,630 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $639,644 | 11,457 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $445,093 | 10,798 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $389,336 | 11,341 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $516,337 | 11,546 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $431,642 | 11,368 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||