OneDigital Investment Advisors LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1690370
OVERLAND PARK, KS
Position in XOM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,066,180
-$3,755,828 QoQ
Shares Held
132,140
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#542
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $33,195,719 across 7 Oil & Gas Integrated names. XOM ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
132,140 | $18,066,180 | |
| 2 | CVX |
Chevron Corp
|
79,446 | $13,168,968 | |
| 3 | SHEL |
Shell plc
|
9,444 | $732,287 | |
| 4 | BP |
Bp PLC
|
14,565 | $538,176 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,406 | $248,960 | |
| 6 | TTE |
TotalEnergies SE
|
2,896 | $225,192 | |
| 7 | NFG |
National Fuel Gas Co
|
2,797 | $215,956 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,066,180 | 132,140 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,822,008 | 128,622 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,245,874 | 126,690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,609,694 | 129,576 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,767,461 | 127,713 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,462,327 | 130,012 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,904,576 | 138,557 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,162,770 | 154,946 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $16,080,882 | 139,688 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,674,706 | 117,642 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,471,105 | 114,734 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,610,336 | 107,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,021,438 | 102,764 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,691,838 | 106,619 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,128,497 | 100,893 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,977,251 | 91,367 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,287,878 | 85,099 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,106,951 | 86,051 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,074,670 | 82,933 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $5,291,799 | 89,966 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,647,173 | 89,524 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,997,845 | 89,519 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,744,423 | 90,840 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,328,602 | 96,959 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $4,716,126 | 105,459 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,040,462 | 106,412 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||