Position in XOM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$98,630,899
-$17,200,901 QoQ
Shares Held
721,408
+5.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#212
of 3,870 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$14,027,472
PutShares
102,600
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, 2026Lido Advisors, LLC holds $151,164,906 across 9 Oil & Gas Integrated names. XOM ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
721,408 | $98,630,899 | |
| 2 | CVX |
Chevron Corp
|
242,427 | $40,184,698 | |
| 3 | BP |
Bp PLC
|
143,094 | $5,287,323 | |
| 4 | SHEL |
Shell plc
|
44,421 | $3,444,403 | |
| 5 | SU |
Suncor Energy Inc
|
25,814 | $1,385,694 | |
| 6 | TTE |
TotalEnergies SE
|
11,597 | $901,782 | |
| 7 | NFG |
National Fuel Gas Co
|
8,077 | $623,624 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,399 | $492,775 |
All Filings in XOM
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45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,027,472 | 102,600 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $98,630,899 | 721,408 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $115,831,800 | 682,729 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $3,002,982 | 17,700 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $6,787,176 | 56,400 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $88,711,757 | 737,176 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $81,932,604 | 726,675 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $6,359,100 | 56,400 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $65,425,651 | 606,917 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $6,198,500 | 57,500 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $74,336,005 | 625,040 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $356,790 | 3,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $7,908,845 | 66,500 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $6,034,677 | 56,100 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $322,710 | 3,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $49,533,510 | 460,477 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,170,234 | 69,700 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $48,187,148 | 411,083 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,058,400 | 70,000 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $46,302,644 | 402,212 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $39,220,886 | 337,413 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $3,463,952 | 29,800 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $2,179,564 | 21,800 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $33,117,973 | 331,246 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,410,960 | 12,000 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $34,002,958 | 289,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,444,619 | 358,458 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $1,769,625 | 16,500 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $1,754,560 | 16,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $29,877,194 | 272,453 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,786,860 | 16,200 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $34,283,997 | 310,825 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,283,457 | 14,700 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $24,336,963 | 278,742 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,258,908 | 14,700 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $20,884,684 | 243,866 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,379,662 | 186,217 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $10,068,324 | 164,542 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $9,268,596 | 146,934 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,824,295 | 140,145 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,775,955 | 115,865 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,940,845 | 85,664 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,226,816 | 72,156 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,002,408 | 26,400 | Put | Sole | 2021-11-12 | |
| 2020-03-31 | $2,567,835 | 67,628 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||