Position in XOM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$403,973,863
+$119,934,639 QoQ
Shares Held
2,381,079
+0.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$67,864
PutShares
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, 2026Cetera Investment Advisers holds $771,915,193 across 13 Oil & Gas Integrated names. XOM ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
2,381,079 | $403,973,863 | |
| 2 | CVX |
Chevron Corp
|
1,198,367 | $247,942,132 | |
| 3 | SHEL |
Shell plc
|
357,388 | $33,237,084 | |
| 4 | TTE |
TotalEnergies SE
|
342,564 | $31,166,472 | |
| 5 | BP |
Bp PLC
|
600,701 | $28,232,947 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
398,372 | $8,266,219 | |
| 7 | SU |
Suncor Energy Inc
|
97,079 | $6,417,892 | |
| 8 | EQNR |
Equinor ASA
|
98,575 | $4,159,865 |
All Filings in XOM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,864 | 400 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $403,973,863 | 2,381,079 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $60,170 | 500 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $284,039,224 | 2,360,306 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $255,003,292 | 2,261,670 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $56,375 | 500 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $53,900 | 500 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $163,162,738 | 1,513,569 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $174,137,187 | 1,464,199 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $141,495,856 | 1,315,384 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $148,742,216 | 1,268,915 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $143,238,635 | 1,244,255 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $143,481,425 | 1,234,355 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $219,956 | 2,200 | Call | Sole | 2024-02-13 | |
| 2023-12-31 | $41,743,649 | 417,520 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $48,648,254 | 413,746 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,661,153 | 407,097 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $44,826,376 | 408,776 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $45,184,615 | 409,652 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,360,208 | 324,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,828,723 | 383,334 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $29,232,069 | 353,942 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $21,710,456 | 354,804 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,007,387 | 340,146 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $21,430,673 | 339,738 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,236,954 | 308,740 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,931,417 | 289,457 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $3,545,396 | 103,274 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,382,560 | 98,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,144,409 | 82,813 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||