KESTRA PRIVATE WEALTH SERVICES, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1649451
AUSTIN, TX
Position in XOM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$37,218,875
-$9,382,146 QoQ
Shares Held
272,227
-0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#365
of 3,872 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $79,589,154 across 7 Oil & Gas Integrated names. XOM ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
272,227 | $37,218,875 | |
| 2 | CVX |
Chevron Corp
|
210,209 | $34,844,243 | |
| 3 | BP |
Bp PLC
|
94,857 | $3,504,966 | |
| 4 | SHEL |
Shell plc
|
24,188 | $1,875,537 | |
| 5 | TTE |
TotalEnergies SE
|
16,883 | $1,312,822 | |
| 6 | SU |
Suncor Energy Inc
|
12,450 | $668,316 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,173 | $164,395 |
All Filings in XOM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,218,875 | 272,227 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $46,601,021 | 274,673 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $34,559,722 | 287,184 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $31,070,066 | 275,566 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $28,539,618 | 264,746 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $30,633,156 | 257,573 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $25,967,075 | 241,397 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $27,432,879 | 234,029 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,135,578 | 227,029 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,214,057 | 199,708 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $18,540,591 | 185,443 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $20,310,416 | 172,737 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,066,799 | 159,131 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,098,307 | 146,802 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,962,897 | 117,524 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $9,757,241 | 111,754 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,720,653 | 113,506 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $10,131,810 | 122,676 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $8,749,558 | 142,990 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $7,860,763 | 133,641 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $6,094,915 | 96,622 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $4,871,223 | 87,251 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $3,944,754 | 95,700 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $2,814,648 | 81,988 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||