Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,608,971
-$11,292,108 QoQ
Shares Held
333,594
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#319
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,158,232
PutShares
23,100
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, 2026Cresset Asset Management, LLC holds $102,773,776 across 7 Oil & Gas Integrated names. XOM ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
325,585 | $53,968,969 | |
| 2 | XOM |
ExxonMobil Holdings Corp
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|
333,594 | $45,608,971 | |
| 3 | BP |
Bp PLC
|
37,486 | $1,385,107 | |
| 4 | SHEL |
Shell plc
|
15,184 | $1,177,367 | |
| 5 | CVE |
Cenovus Energy Inc.
|
10,591 | $262,762 | |
| 6 | TTE |
TotalEnergies SE
|
2,641 | $205,364 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,225 | $165,236 |
All Filings in XOM
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,608,971 | 333,594 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $3,158,232 | 23,100 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $56,901,079 | 335,383 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $5,921 | 600 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $3,393,200 | 20,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,406,800 | 20,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $42,362,207 | 352,021 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $72,204 | 600 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $2,255,000 | 20,000 | Call | Sole | 2026-01-22 | |
| 2025-09-30 | $67,650 | 600 | Put | Sole | 2026-01-22 | |
| 2025-09-30 | $40,621,231 | 360,277 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $37,930,184 | 351,857 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $47,572 | 400 | Put | Sole | 2025-05-13 | |
| 2025-03-31 | $43,591,769 | 366,533 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $53,785 | 500 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $43,394,706 | 403,409 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $69,561,160 | 593,424 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $70,332 | 600 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $23,024 | 200 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $66,488,476 | 577,558 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,133,780 | 465,707 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $37,705,057 | 377,126 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $45,384,233 | 385,986 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $39,879,196 | 371,834 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,675,917 | 124,712 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,580,336 | 132,188 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,906,290 | 136,368 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,330,000 | 132,298 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,194,579 | 123,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,311,494 | 168,516 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,627,895 | 129,682 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,609,585 | 104,781 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,019,590 | 107,820 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,097,185 | 99,398 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,956,224 | 86,112 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,424,299 | 76,572 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $2,690,971 | 70,871 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||