ELEVATION POINT WEALTH PARTNERS, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1744349
DENVER, CO
Position in XOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,607,912
-$12,201,505 QoQ
Shares Held
392,100
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#294
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $74,558,082 across 9 Oil & Gas Integrated names. XOM ranks #1 (71.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
392,100 | $53,607,912 | |
| 2 | CVX |
Chevron Corp
|
66,204 | $10,973,975 | |
| 3 | SHEL |
Shell plc
|
45,721 | $3,545,206 | |
| 4 | TTE |
TotalEnergies SE
|
27,332 | $2,125,336 | |
| 5 | BP |
Bp PLC
|
41,733 | $1,542,034 | |
| 6 | E |
Eni Spa
|
18,259 | $855,616 | |
| 7 | EQNR |
Equinor ASA
|
24,938 | $783,053 | |
| 8 | CVE |
Cenovus Energy Inc.
|
29,834 | $740,181 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,607,912 | 392,100 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $65,809,417 | 387,890 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $32,257,137 | 268,050 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,804,104 | 69,216 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,721,161 | 53,072 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $6,215,995 | 52,266 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $5,815,234 | 54,060 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $6,341,484 | 54,099 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $6,258,729 | 54,367 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $6,273,705 | 53,972 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $5,232,053 | 52,331 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,421,866 | 54,617 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,839,869 | 54,451 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,968,464 | 54,427 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,004,401 | 54,437 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,298,921 | 37,784 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,254,833 | 38,006 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,058,142 | 37,028 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,289,668 | 37,419 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,162,634 | 36,767 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,736,902 | 154,358 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,912,735 | 34,260 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,810,382 | 43,920 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,540,112 | 44,862 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $787,116 | 17,601 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $815,367 | 21,474 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||