Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,380,530
-$13,347,610 QoQ
Shares Held
127,125
-29.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#550
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $32,261,680 across 10 Oil & Gas Integrated names. XOM ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
127,125 | $17,380,530 | |
| 2 | CVX |
Chevron Corp
|
82,794 | $13,723,933 | |
| 3 | BP |
Bp PLC
|
11,765 | $434,716 | |
| 4 | SHEL |
Shell plc
|
4,929 | $382,194 | |
| 5 | NFG |
National Fuel Gas Co
|
2,439 | $188,315 | |
| 6 | CVE |
Cenovus Energy Inc.
|
3,624 | $89,911 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 | |
| 8 | SU |
Suncor Energy Inc
|
289 | $15,513 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,380,530 | 127,125 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,728,140 | 181,116 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,713,332 | 188,743 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $22,080,058 | 195,832 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,932,617 | 212,733 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $21,807,123 | 183,361 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,202,183 | 85,546 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,434,451 | 80,485 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,200,112 | 71,231 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $8,418,565 | 72,424 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,368,526 | 63,698 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,203,909 | 69,773 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,651,858 | 71,346 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,002,777 | 63,859 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,854,994 | 80,281 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,022,168 | 80,428 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,309,764 | 225,476 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $19,238,927 | 232,945 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,824,919 | 307,647 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $23,977,502 | 407,642 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $25,374,119 | 402,253 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $23,378,198 | 418,739 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $17,389,069 | 421,860 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $13,380,392 | 389,758 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $18,142,948 | 405,701 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $14,986,493 | 394,693 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||