Global Retirement Partners, LLC
PensionPosition in XOM — ExxonMobil Holdings Corp
CIK 1749744
San Rafael, CA
Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,828,181
+$2,081,838 QoQ
Shares Held
123,085
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#561
of 3,872 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Global Retirement Partners, LLC holds $38,166,971 across 15 Oil & Gas Integrated names. XOM ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
123,085 | $16,828,181 | |
| 2 | CVX |
Chevron Corp
|
86,122 | $14,275,582 | |
| 3 | SHEL |
Shell plc
|
23,297 | $1,806,449 | |
| 4 | BP |
Bp PLC
|
43,085 | $1,591,990 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
90,598 | $1,450,321 | |
| 6 | TTE |
TotalEnergies SE
|
16,452 | $1,279,307 | |
| 7 | E |
Eni Spa
|
6,013 | $281,769 | |
| 8 | SU |
Suncor Energy Inc
|
4,759 | $255,463 |
All Filings in XOM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,828,181 | 123,085 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $14,746,343 | 122,539 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,053,015 | 89,162 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,472,170 | 87,868 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $9,083,103 | 84,439 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,532,799 | 81,324 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,490,377 | 82,439 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,636,154 | 65,693 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,448,310 | 64,496 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,039,514 | 59,870 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,274,017 | 58,499 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,212,458 | 56,652 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,648,332 | 60,275 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,904,115 | 56,169 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,405,664 | 51,444 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,235,875 | 51,288 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $2,138,812 | 36,362 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,297,310 | 36,419 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,880,466 | 33,682 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,268,092 | 30,764 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $669,126 | 19,491 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $889,928 | 19,900 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $666,107 | 17,543 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||