Position in XOM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$83,811,700
+$21,403,016 QoQ
Shares Held
493,998
-4.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.86412495597148.ToString("F0")%
Shared 0.ToString("F0")%
None 11.135875044028518.ToString("F0")%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,010,856
PutShares
8,400
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 Mar 31, 2026Aptus Capital Advisors, LLC holds $131,898,593 across 8 Oil & Gas Integrated names. XOM ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
Exxon Mobil Corp
This page
|
493,998 | $83,811,700 | |
| 2 | CVX |
Chevron Corp
|
152,848 | $31,624,250 | |
| 3 | NFG |
National Fuel Gas Co
|
134,004 | $12,591,015 | |
| 4 | BP |
Bp PLC
|
27,234 | $1,279,998 | |
| 5 | SHEL |
Shell plc
|
11,540 | $1,073,220 | |
| 6 | TTE |
TotalEnergies SE
|
9,341 | $849,843 | |
| 7 | CVE |
Cenovus Energy Inc.
|
17,503 | $464,354 | |
| 8 | SU |
Suncor Energy Inc
|
3,089 | $204,213 |
All Filings in XOM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,811,700 | 493,998 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,010,856 | 8,400 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $62,408,684 | 518,603 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $947,100 | 8,400 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $60,132,505 | 533,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,447,314 | 523,630 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,111,218 | 160,693 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,325,557 | 532,914 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,826,794 | 365,354 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $35,771,352 | 310,731 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,224,001 | 242,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,869,325 | 208,735 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,754,587 | 210,534 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $58,987,500 | 550,000 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $21,930,586 | 204,481 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,634,909 | 215,529 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $21,504,638 | 194,965 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,164,601 | 150,780 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $85,640,000 | 1,000,000 | Call | Sole | 2022-07-29 | |
| 2022-06-30 | $9,028,339 | 105,422 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,191,854 | 74,971 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,767,284 | 61,567 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,251,333 | 55,276 | Shares | Sole | 2021-10-27 | |
| 2021-09-30 | $94,112,000 | 1,600,000 | Call | Sole | 2021-10-27 | |
| 2021-06-30 | $4,900,495 | 77,687 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,965,548 | 71,029 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,937,089 | 71,254 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,382,124 | 69,389 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,621,665 | 58,624 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $364,625 | 9,603 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||