Strategic Investment Advisors / MI

Position in XOM — ExxonMobil Holdings Corp

CIK 1760540 FARMINGTON HILLS, MI

Position in XOM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,249,620

-$522,478 QoQ

Shares Held

9,140

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,201

of 3,872 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $4,395,236 across 6 Oil & Gas Integrated names. XOM ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	7,664	$1,270,384
2	XOM	ExxonMobil Holdings Corp This page	9,140	$1,249,620
3	TTE	TotalEnergies SE	14,162	$1,101,237
4	PBR	Petrobras - Petroleo Brasileiro SA	33,224	$536,899
5	BP	Bp PLC	3,611	$133,426
6	SHEL	Shell plc	1,337	$103,670

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,620	9,140	-12.5%	Shares	Sole	2026-08-14
2026-03-31	$1,772,098	10,445	+81.5%	Shares	Sole	2026-05-18
2025-12-31	$692,556	5,755	-63.8%	Shares	Sole	2026-02-17
2025-09-30	$1,793,288	15,905	+6.2%	Shares	Sole	2025-12-17
2025-06-30	$1,615,059	14,982	-22.7%	Shares	Sole	2025-08-15
2025-03-31	$2,304,506	19,377	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$2,082,662	19,361	+11.3%	Shares	Sole	2025-01-22
2024-09-30	$2,038,455	17,390	-0.1%	Shares	Sole	2024-10-21
2024-06-30	$2,004,008	17,408	+590.2%	Shares	Sole	2024-07-23
2024-03-31	$293,157	2,522	+10.7%	Shares	Sole	2024-04-23
2023-12-31	$227,754	2,278	+5.0%	Shares	Sole	2024-01-10
2023-09-30	$255,148	2,170	-22.1%	Shares	Sole	2023-10-25
2023-06-30	$298,905	2,787	+40.5%	Shares	Sole	2023-08-14
2023-03-31	$217,455	1,983	-1.3%	Shares	Sole	2023-04-27
2022-12-31	$221,592	2,009	-24.0%	Shares	Sole	2023-01-20
2022-06-30	$226,260	2,642	+3.3%	Shares	Sole	2022-08-15
2022-03-31	$211,182	2,557	-71.2%	Shares	Sole	2022-04-28
2020-09-30	$304,987	8,884	-10.7%	Shares	Sole	2020-10-14
2020-06-30	$444,695	9,944	+1.0%	Shares	Sole	2020-08-04
2020-03-31	$373,662	9,841	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.