Position in XOM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,272,200
-$3,366,332 QoQ
Shares Held
104,390
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#621
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 24%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Venturi Wealth Management, LLC holds $34,406,374 across 7 Oil & Gas Integrated names. XOM ranks #1 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
104,390 | $14,272,200 | |
| 2 | CVX |
Chevron Corp
|
60,667 | $10,056,161 | |
| 3 | TTE |
TotalEnergies SE
|
110,623 | $8,602,043 | |
| 4 | CVE |
Cenovus Energy Inc.
|
18,109 | $449,283 | |
| 5 | SHEL |
Shell plc
|
5,239 | $406,231 | |
| 6 | E |
Eni Spa
|
8,073 | $378,300 | |
| 7 | EQNR |
Equinor ASA
|
7,712 | $242,156 |
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,272,200 | 104,390 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $17,638,532 | 103,964 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $12,204,761 | 101,419 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,559,580 | 102,524 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,266,285 | 104,511 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $12,394,646 | 104,218 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,054,469 | 56,284 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,162,840 | 52,575 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,893,568 | 51,195 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,413,179 | 46,569 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,787,741 | 47,887 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,980,823 | 50,866 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,568,098 | 51,917 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,303,256 | 57,480 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,536,487 | 59,261 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,268,410 | 48,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,500,553 | 52,552 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,208,456 | 50,956 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,630,068 | 42,982 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,057,463 | 51,980 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,890,514 | 45,823 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,050,720 | 18,820 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $6,820,755 | 165,472 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $627,483 | 18,278 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,348,308 | 30,150 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,898,955 | 50,012 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||