Position in XOM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,916,754
-$1,936,855 QoQ
Shares Held
28,648
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,298
of 3,872 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Summit Global Investments holds $12,750,966 across 8 Oil & Gas Integrated names. XOM ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
28,648 | $3,916,754 | |
| 2 | CVX |
Chevron Corp
|
18,804 | $3,116,951 | |
| 3 | SHEL |
Shell plc
|
21,558 | $1,671,607 | |
| 4 | E |
Eni Spa
|
26,239 | $1,229,559 | |
| 5 | TTE |
TotalEnergies SE
|
14,817 | $1,152,169 | |
| 6 | NFG |
National Fuel Gas Co
|
14,254 | $1,100,551 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,309 | $282,683 | |
| 8 | SU |
Suncor Energy Inc
|
5,229 | $280,692 |
All Filings in XOM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,916,754 | 28,648 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,853,609 | 34,502 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,155,340 | 34,530 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,640,975 | 58,900 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,963,401 | 73,872 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,434,057 | 12,058 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $925,639 | 8,605 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $671,553 | 5,729 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $367,232 | 3,190 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $559,811 | 4,816 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $685,062 | 6,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,447,409 | 12,310 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,157,013 | 10,788 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $14,867,154 | 135,575 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $16,347,452 | 148,209 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,254,744 | 140,359 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,353,869 | 225,991 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $19,927,480 | 241,282 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,964,306 | 130,157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,472,963 | 127,048 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,295,852 | 20,543 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $7,663,281 | 137,261 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||