Position in XOM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,267,958
-$1,271,925 QoQ
Shares Held
38,531
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,117
of 3,866 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $6,679,781 across 3 Oil & Gas Integrated names. XOM ranks #1 (78.9% of the industry book) .
All Filings in XOM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,267,958 | 38,531 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $6,539,883 | 38,547 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $4,515,878 | 37,526 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,082,451 | 36,208 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $3,869,804 | 35,898 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $4,294,561 | 36,110 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $3,543,678 | 32,943 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $3,610,258 | 30,799 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $3,560,431 | 30,928 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $3,254,951 | 28,002 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,000,798 | 20,012 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,298,923 | 19,552 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $2,116,042 | 19,730 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $2,123,236 | 19,362 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $1,992,568 | 18,065 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||