Tradewinds Capital Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1616026 BELLINGHAM, WA

Position in XOM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,854,059

-$443,985 QoQ

Shares Held

13,561

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#1,849

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Tradewinds Capital Management, LLC holds $2,111,793 across 5 Oil & Gas Integrated names. XOM ranks #1 (87.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	13,561	$1,854,059
2	CVX	Chevron Corp	1,222	$202,558
3	BP	Bp PLC	615	$22,724
4	SHEL	Shell plc	233	$18,066
5	SU	Suncor Energy Inc	268	$14,386

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,059	13,561	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$2,298,044	13,545	+0.2%	Shares	Sole	2026-04-15
2025-12-31	$1,626,876	13,519	-1.7%	Shares	Sole	2026-01-14
2025-09-30	$1,550,876	13,755	+1.7%	Shares	Sole	2025-10-21
2025-06-30	$1,458,318	13,528	-10.0%	Shares	Sole	2025-07-29
2025-03-31	$1,787,042	15,026	+0.3%	Shares	Sole	2025-04-25
2024-12-31	$1,611,291	14,979	+559.9%	Shares	Sole	2025-02-04
2024-09-30	$266,089	2,270	-4.6%	Shares	Sole	2024-10-16
2024-06-30	$273,870	2,379	+6.6%	Shares	Sole	2024-07-18
2024-03-31	$259,331	2,231	+204.0%	Shares	Sole	2024-04-19
2023-12-31	$73,385	734	+3.5%	Shares	Sole	2024-02-01
2023-09-30	$83,364	709	+0.6%	Shares	Sole	2023-10-30
2023-06-30	$75,611	705	+0.6%	Shares	Sole	2023-07-20
2023-03-31	$76,871	701	+17.4%	Shares	Sole	2023-04-10
2022-12-31	$65,849	597	+0.7%	Shares	Sole	2023-01-23
2022-09-30	$51,774	593	-13.9%	Shares	Sole	2022-10-18
2022-06-30	$59,005	689	-93.2%	Shares	Sole	2022-07-21
2022-03-31	$840,353	10,175	+24.0%	Shares	Sole	2022-04-25
2021-12-31	$501,941	8,203	-6.1%	Shares	Sole	2022-02-02
2021-09-30	$513,851	8,736	+10.5%	Shares	Sole	2021-11-04
2021-06-30	$498,710	7,906	+2.1%	Shares	Sole	2021-07-30
2021-03-31	$432,347	7,744	-2.6%	Shares	Sole	2021-04-23
2020-12-31	$327,822	7,953	+5.9%	Shares	Sole	2021-02-10
2020-09-30	$257,886	7,512	+42.2%	Shares	Sole	2020-10-26
2020-06-30	$236,211	5,282	+0.6%	Shares	Sole	2020-08-11
2020-03-31	$199,380	5,251	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.