WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1632972
PLYMOUTH, MN
Position in XOM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$291,815,304
-$18,395,111 QoQ
Shares Held
2,134,401
+16.7% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#102
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$13,672
CallShares
100
PutValue
$0
PutShares
0
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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $513,937,016 across 13 Oil & Gas Integrated names. XOM ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
2,134,401 | $291,815,304 | |
| 2 | CVX |
Chevron Corp
|
1,131,012 | $187,476,549 | |
| 3 | SHEL |
Shell plc
|
147,976 | $11,474,059 | |
| 4 | BP |
Bp PLC
|
211,854 | $7,828,005 | |
| 5 | TTE |
TotalEnergies SE
|
66,428 | $5,165,441 | |
| 6 | SU |
Suncor Energy Inc
|
91,242 | $4,897,870 | |
| 7 | NFG |
National Fuel Gas Co
|
35,134 | $2,712,696 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
50,737 | $819,909 |
All Filings in XOM
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,815,304 | 2,134,401 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $13,672 | 100 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $310,210,415 | 1,828,424 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $0 | 0 | Put | Sole | 2026-01-08 | |
| 2025-12-31 | $315,557,593 | 2,622,217 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $315,713,981 | 2,800,124 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $73,956 | 25,483 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $273,045,110 | 2,532,886 | Shares | Sole | 2025-07-10 | |
| 2025-06-30 | $35,970 | 16,500 | Put | Sole | 2025-07-10 | |
| 2025-03-31 | $258,365,078 | 2,172,413 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $91,911 | 27,200 | Put | Sole | 2025-04-16 | |
| 2024-12-31 | $238,297,346 | 2,215,277 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $100,395 | 19,400 | Put | Sole | 2025-03-17 | |
| 2024-09-30 | $220,220,159 | 1,878,691 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $78,540 | 20,400 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $191,672,382 | 1,664,979 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $90,970 | 20,400 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $169,373,885 | 1,457,105 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $141,619,870 | 1,416,482 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $151,766,385 | 1,290,750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,398,404 | 274,111 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $15,768,230 | 143,792 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $12,228,850 | 110,869 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,009,827 | 11,566 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $7,259,531 | 84,768 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,757,432 | 45,495 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,694,929 | 44,042 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $643,726 | 10,944 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $598,566 | 9,489 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,791,138 | 32,082 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,410,136 | 34,210 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,239,723 | 65,241 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $513,653 | 11,486 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $461,639 | 12,158 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||