Position in XOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,626,553
-$5,212,738 QoQ
Shares Held
180,124
+2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#453
of 3,871 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $48,971,982 across 8 Oil & Gas Integrated names. XOM ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
180,124 | $24,626,553 | |
| 2 | CVX |
Chevron Corp
|
76,007 | $12,598,920 | |
| 3 | TTE |
TotalEnergies SE
|
46,893 | $3,646,399 | |
| 4 | SU |
Suncor Energy Inc
|
53,531 | $2,873,544 | |
| 5 | CVE |
Cenovus Energy Inc.
|
95,720 | $2,374,813 | |
| 6 | SHEL |
Shell plc
|
19,000 | $1,473,260 | |
| 7 | IMO |
Imperial Oil Ltd
|
6,822 | $764,200 | |
| 8 | BP |
Bp PLC
|
16,625 | $614,293 |
All Filings in XOM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,626,553 | 180,124 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,839,291 | 175,877 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,371,275 | 169,281 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,209,914 | 161,507 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,993,531 | 148,363 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,386,925 | 129,378 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,156,886 | 122,310 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,271,636 | 87,627 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,133,851 | 79,342 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,354,828 | 46,067 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,931,813 | 39,326 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,703,859 | 74,025 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,687,681 | 62,356 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,236,515 | 20,395 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,060,624 | 18,682 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,820,238 | 20,848 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,736,351 | 20,275 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,810,042 | 21,916 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,393,296 | 22,770 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,258,983 | 21,404 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $279,885 | 4,437 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||