Position in XOM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$56,898,893
-$8,473,648 QoQ
Shares Held
416,171
+8.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#285
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)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Merit Financial Group, LLC holds $95,113,975 across 10 Oil & Gas Integrated names. XOM ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
416,171 | $56,898,893 | |
| 2 | CVX |
Chevron Corp
|
185,088 | $30,680,182 | |
| 3 | SHEL |
Shell plc
|
28,145 | $2,182,360 | |
| 4 | BP |
Bp PLC
|
47,035 | $1,737,941 | |
| 5 | NFG |
National Fuel Gas Co
|
14,134 | $1,091,283 | |
| 6 | TTE |
TotalEnergies SE
|
13,303 | $1,034,438 | |
| 7 | SU |
Suncor Energy Inc
|
15,659 | $840,572 | |
| 8 | E |
Eni Spa
|
5,834 | $273,379 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,898,893 | 416,171 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $65,372,541 | 385,315 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $41,793,476 | 347,295 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $35,865,658 | 318,099 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $29,426,705 | 272,975 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $27,033,978 | 227,310 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $21,780,450 | 202,477 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,860,936 | 169,433 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $18,644,835 | 161,960 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,777,874 | 161,544 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,160,967 | 81,626 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,993,783 | 119,015 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,866,783 | 110,646 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $11,046,929 | 100,738 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $11,672,166 | 105,822 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $8,974,856 | 102,793 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $14,664,222 | 171,231 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,288,816 | 51,929 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,075,230 | 17,572 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,044,878 | 17,764 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $869,242 | 13,780 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,233,061 | 22,086 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $619,083 | 15,019 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,119,947 | 32,623 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,261,104 | 28,200 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,205,395 | 31,746 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||