Crescent Grove Advisors, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1713520 LAKE FOREST, IL

Position in XOM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,386,887

-$459,183 QoQ

Shares Held

10,144

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,094

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $2,677,445 across 4 Oil & Gas Integrated names. XOM ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	10,144	$1,386,887
2	CVX	Chevron Corp	4,200	$696,192
3	SHEL	Shell plc	4,687	$363,429
4	BP	Bp PLC	6,250	$230,937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,386,887	10,144	-6.8%	Shares	Sole	2026-08-10
2026-03-31	$1,846,070	10,881	-5.7%	Shares	Sole	2026-05-06
2025-12-31	$1,388,964	11,542	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$1,336,651	11,855	+0.9%	Shares	Sole	2025-11-13
2025-06-30	$1,266,111	11,745	-22.7%	Shares	Sole	2025-08-13
2025-03-31	$1,808,092	15,203	-2.8%	Shares	Sole	2025-04-24
2024-12-31	$1,681,749	15,634	+16.7%	Shares	Sole	2025-01-21
2024-09-30	$1,570,630	13,399	-14.0%	Shares	Sole	2024-10-30
2024-06-30	$1,794,030	15,584	+6.8%	Shares	Sole	2024-07-22
2024-03-31	$1,696,522	14,595	-11.8%	Shares	Sole	2024-04-29
2023-12-31	$1,655,368	16,557	+8.0%	Shares	Sole	2024-01-30
2023-09-30	$1,802,031	15,326	+3.8%	Shares	Sole	2023-10-25
2023-06-30	$1,583,546	14,765	-8.5%	Shares	Sole	2023-07-13
2023-03-31	$1,769,802	16,139	-6.3%	Shares	Sole	2023-05-03
2022-12-31	$1,899,255	17,219	+0.9%	Shares	Sole	2023-01-12
2022-09-30	$1,489,945	17,065	+11.4%	Shares	Sole	2022-11-08
2022-06-30	$1,311,319	15,312	-13.0%	Shares	Sole	2022-07-20
2022-03-31	$1,453,666	17,601	-15.9%	Shares	Sole	2022-05-04
2021-12-31	$1,280,767	20,931	+50.5%	Shares	Sole	2022-01-24
2021-09-30	$818,127	13,909	+26.6%	Shares	Sole	2021-10-26
2021-06-30	$692,870	10,984	-22.0%	Shares	Sole	2021-07-26
2021-03-31	$786,700	14,091	+0.2%	Shares	Sole	2021-05-07
2020-12-31	$579,882	14,068	+10.5%	Shares	Sole	2021-02-01
2020-09-30	$437,226	12,736	+23.4%	Shares	Sole	2020-11-06
2020-06-30	$461,465	10,319	+91.9%	Shares	Sole	2020-08-03
2020-03-31	$204,126	5,376	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.