Position in XOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,639,298
-$23,572,159 QoQ
Shares Held
172,903
-37.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#466
of 3,871 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, 2026Integrated Wealth Concepts LLC holds $69,205,144 across 15 Oil & Gas Integrated names. XOM ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
171,057 | $28,354,408 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
172,903 | $23,639,298 | |
| 3 | SHEL |
Shell plc
|
54,254 | $4,206,855 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
138,305 | $2,234,196 | |
| 5 | TTE |
TotalEnergies SE
|
28,331 | $2,203,018 | |
| 6 | BP |
Bp PLC
|
42,814 | $1,581,977 | |
| 7 | SU |
Suncor Energy Inc
|
27,736 | $1,488,868 | |
| 8 | CVE |
Cenovus Energy Inc.
|
54,800 | $1,359,588 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,639,298 | 172,903 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $47,211,457 | 278,271 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $19,467,522 | 161,771 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $30,641,729 | 271,767 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $28,116,827 | 260,824 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $30,339,756 | 255,106 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $26,653,694 | 247,780 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $28,576,126 | 243,782 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $24,534,950 | 213,125 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $23,972,988 | 206,237 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $20,195,260 | 201,993 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $24,671,341 | 209,826 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $22,152,487 | 206,550 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $19,676,951 | 179,436 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $13,903,204 | 126,049 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $10,839,536 | 124,150 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $10,246,397 | 119,645 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $8,586,386 | 103,964 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $6,368,410 | 104,076 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $6,573,958 | 111,764 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $7,121,353 | 112,894 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $5,464,863 | 97,884 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,630,907 | 63,826 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $2,009,197 | 58,526 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,202,057 | 49,241 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $1,403,333 | 36,959 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||