Beacon Pointe Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1744317
NEWPORT BEACH, CA
Position in XOM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$82,560,286
-$22,970,609 QoQ
Shares Held
603,864
-2.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#236
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)
Derivatives in XOM
reported options exposure · as of Mar 31, 2024CallValue
$92,992
CallShares
800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $198,888,642 across 9 Oil & Gas Integrated names. XOM ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
586,022 | $97,139,006 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
603,864 | $82,560,286 | |
| 3 | NFG |
National Fuel Gas Co
|
130,869 | $10,104,395 | |
| 4 | SHEL |
Shell plc
|
43,299 | $3,357,404 | |
| 5 | TTE |
TotalEnergies SE
|
37,330 | $2,902,780 | |
| 6 | BP |
Bp PLC
|
51,353 | $1,897,493 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
21,876 | $353,516 | |
| 8 | CVE |
Cenovus Energy Inc.
|
12,704 | $315,186 |
All Filings in XOM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,560,286 | 603,864 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $105,530,895 | 622,014 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,684,643 | 487,657 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $52,310,700 | 463,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,994,082 | 463,767 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $54,744,549 | 460,309 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49,321,920 | 458,510 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,738,321 | 424,316 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,318,606 | 437,097 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $53,613,491 | 461,231 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $92,992 | 800 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $43,340,430 | 433,491 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $54,879,406 | 466,741 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,494,602 | 330,952 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,843,707 | 308,624 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,077,115 | 290,817 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,839,325 | 238,682 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,116,150 | 234,892 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $23,814,743 | 288,349 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $7,116,825 | 116,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,194,801 | 156,321 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,577,596 | 88,421 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,999,969 | 53,734 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,670,149 | 64,778 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,648,354 | 48,015 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,199,419 | 49,182 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $996,598 | 26,247 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||