Strategic Wealth Partners, Ltd.

Position in XOM — ExxonMobil Holdings Corp

CIK 1720777 INDEPENDENCE, OH

Position in XOM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,936,489

-$1,794,723 QoQ

Shares Held

50,735

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#951

of 3,884 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $8,007,107 across 7 Oil & Gas Integrated names. XOM ranks #1 (86.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	50,735	$6,936,489
2	CVX	Chevron Corp	5,270	$873,555
3	SHEL	Shell plc	1,597	$123,831
4	BP	Bp PLC	1,218	$45,005
5	E	Eni Spa	291	$13,636
6	SU	Suncor Energy Inc	253	$13,581
7	TTE	TotalEnergies SE	13	$1,010

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,936,489	50,735	-1.4%	Shares	Sole	2026-08-12
2026-03-31	$8,731,212	51,463	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$6,289,449	52,264	+102.2%	Shares	Sole	2026-05-12
2025-09-30	$2,914,023	25,845	-13.5%	Shares	Sole	2025-11-14
2025-06-30	$3,221,171	29,881	+75.3%	Shares	Sole	2025-08-11
2024-12-31	$1,834,068	17,050	+8.3%	Shares	Sole	2025-02-14
2024-09-30	$1,845,511	15,744	+20.8%	Shares	Sole	2024-10-08
2024-06-30	$1,500,474	13,034	+46.0%	Shares	Sole	2024-10-08
2024-03-31	$1,037,558	8,926	-33.2%	Shares	Sole	2024-05-20
2023-12-31	$1,336,432	13,367	-5.5%	Shares	Sole	2024-05-20
2023-09-30	$1,662,581	14,140	-0.6%	Shares	Sole	2024-05-20
2023-06-30	$1,526,382	14,232	-13.9%	Shares	Sole	2024-05-20
2023-03-31	$1,813,447	16,537	-0.9%	Shares	Sole	2023-04-24
2022-12-31	$1,841,127	16,692	+50.6%	Shares	Sole	2023-04-24
2022-09-30	$967,918	11,086	-28.0%	Shares	Sole	2023-04-24
2022-06-30	$1,318,684	15,398	+243.6%	Shares	Sole	2022-08-22
2020-03-31	$170,181	4,482	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.