Dakota Wealth Management
Position in XOM — ExxonMobil Holdings Corp
CIK 1631353
PALM BEACH GARDENS, FL
Position in XOM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,614,103
-$16,704,388 QoQ
Shares Held
282,432
-13.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#360
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, 2026Dakota Wealth Management holds $50,952,487 across 3 Oil & Gas Integrated names. XOM ranks #1 (75.8% 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 | $38,614,103 | 282,432 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $55,318,491 | 326,055 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $40,447,958 | 336,114 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $29,519,528 | 261,814 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,469,427 | 245,542 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $26,709,537 | 224,582 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $24,964,845 | 232,080 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $29,675,180 | 253,158 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $25,596,011 | 222,342 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $24,449,921 | 210,340 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $20,023,194 | 200,272 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $28,896,695 | 245,762 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $24,440,236 | 227,881 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $23,193,528 | 211,504 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $23,181,640 | 210,169 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $19,193,356 | 219,830 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,122,201 | 106,518 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $8,205,646 | 99,354 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $5,229,541 | 85,464 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $419,680 | 7,135 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $437,207 | 6,931 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $435,920 | 7,808 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $368,589 | 8,942 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $400,631 | 11,670 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $571,432 | 12,778 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $510,772 | 13,452 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||