Steward Partners Investment Advisory, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1723397
STAMFORD, CT
Position in XOM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$75,273,383
-$22,359,669 QoQ
Shares Held
550,566
-4.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#247
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $143,797,975 across 17 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
|
550,566 | $75,273,383 | |
| 2 | CVX |
Chevron Corp
|
323,860 | $53,683,033 | |
| 3 | SHEL |
Shell plc
|
52,352 | $4,059,374 | |
| 4 | BP |
Bp PLC
|
84,620 | $3,126,709 | |
| 5 | TTE |
TotalEnergies SE
|
26,369 | $2,050,453 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
117,913 | $1,901,590 | |
| 7 | SU |
Suncor Energy Inc
|
27,985 | $1,502,234 | |
| 8 | NFG |
National Fuel Gas Co
|
11,428 | $882,355 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,273,383 | 550,566 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $97,633,052 | 575,463 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $64,932,455 | 539,575 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $61,081,636 | 541,744 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,304,215 | 680,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $79,570,354 | 669,052 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,797,058 | 667,445 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $79,645,246 | 679,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,480,615 | 655,669 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $63,304,187 | 544,599 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $49,014,495 | 490,243 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $56,380,903 | 479,511 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $61,800,989 | 576,233 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $62,321,203 | 568,313 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $64,978,391 | 589,106 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $51,871,394 | 594,106 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $55,957,604 | 653,405 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $53,917,147 | 652,829 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $35,804,227 | 585,132 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $32,300,297 | 549,138 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,559,576 | 547,869 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $30,475,475 | 545,862 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,183,799 | 368,360 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,679,922 | 369,354 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $17,712,116 | 396,067 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,981,769 | 368,232 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||