Position in XOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$221,716,089
+$4,441,618 QoQ
Shares Held
1,621,680
-10.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#136
of 3,872 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $455,964,268 across 13 Oil & Gas Integrated names. XOM ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,621,680 | $221,716,089 | |
| 2 | CVX |
Chevron Corp
|
1,249,960 | $207,193,369 | |
| 3 | SHEL |
Shell plc
|
116,520 | $9,034,960 | |
| 4 | SU |
Suncor Energy Inc
|
96,891 | $5,201,108 | |
| 5 | BP |
Bp PLC
|
123,000 | $4,544,850 | |
| 6 | TTE |
TotalEnergies SE
|
47,262 | $3,675,093 | |
| 7 | NFG |
National Fuel Gas Co
|
18,146 | $1,401,052 | |
| 8 | IMO |
Imperial Oil Ltd
|
10,758 | $1,205,111 |
All Filings in XOM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,716,089 | 1,621,680 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $217,274,471 | 1,805,505 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $86,376,196 | 766,086 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $79,000,906 | 732,847 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $82,388,043 | 692,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $67,893,881 | 631,160 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,802,755 | 604,016 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,504,065 | 586,380 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $57,949,940 | 498,537 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $47,801,237 | 478,108 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $51,398,215 | 437,134 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,749,850 | 398,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,140,625 | 347,808 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,818,941 | 370,072 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,043,951 | 275,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,008,592 | 292,020 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $21,670,542 | 262,387 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,657,546 | 223,199 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $7,379,791 | 125,464 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,959,812 | 126,186 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,724,332 | 120,443 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,548,948 | 183,138 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,403,440 | 128,268 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,361,123 | 119,882 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,231,050 | 137,768 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||