Position in XOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$577,095
-$1,271,690 QoQ
Shares Held
4,221
-61.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,903
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, 2026WealthShield Partners, LLC holds $974,919 across 2 Oil & Gas Integrated names. XOM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
4,221 | $577,095 | |
| 2 | CVX |
Chevron Corp
|
2,400 | $397,824 |
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,095 | 4,221 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,848,785 | 10,897 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,446,246 | 12,018 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,308,689 | 11,607 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,354,183 | 12,562 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,204,404 | 10,127 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $876,695 | 8,150 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,047,946 | 8,940 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $933,277 | 8,107 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,048,019 | 9,016 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $838,532 | 8,387 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,041,758 | 8,860 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $832,796 | 7,765 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $822,450 | 7,500 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $883,613 | 8,011 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $754,707 | 8,644 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $732,907 | 8,558 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $814,915 | 9,867 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $885,113 | 14,465 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $508,793 | 8,650 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $933,584 | 14,800 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $838,678 | 15,022 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $664,425 | 16,119 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $491,159 | 14,307 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $571,745 | 12,785 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $307,557 | 8,100 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||