Gladstone Institutional Advisory LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1766530 Bedminster, NJ

Position in XOM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$15,451,274

-$4,768,295 QoQ

Shares Held

113,014

-5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#593

of 3,870 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $24,776,144 across 4 Oil & Gas Integrated names. XOM ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	113,014	$15,451,274
2	CVX	Chevron Corp	53,097	$8,801,358
3	BP	Bp PLC	7,558	$279,268
4	SU	Suncor Energy Inc	4,550	$244,244

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,451,274	113,014	-5.2%	Shares	Sole	2026-07-27
2026-03-31	$20,219,569	119,177	+7.0%	Shares	Sole	2026-05-14
2025-12-31	$13,408,764	111,424	+1.7%	Shares	Sole	2026-02-17
2025-09-30	$12,354,017	109,570	-0.9%	Shares	Sole	2025-10-22
2025-06-30	$11,922,680	110,600	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$12,992,745	109,247	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$11,054,431	102,765	+5.1%	Shares	Sole	2025-01-29
2024-09-30	$11,456,496	97,735	+7.0%	Shares	Sole	2024-10-28
2024-06-30	$10,510,916	91,304	+8.0%	Shares	Sole	2024-08-02
2024-03-31	$9,829,138	84,559	+16.4%	Shares	Sole	2024-05-14
2023-12-31	$7,261,547	72,630	+14.4%	Shares	Sole	2024-02-09
2023-09-30	$7,462,685	63,469	+6.7%	Shares	Sole	2023-11-13
2023-06-30	$6,381,482	59,501	-41.3%	Shares	Sole	2023-08-10
2023-03-31	$11,116,453	101,372	+6.1%	Shares	Sole	2023-05-12
2022-12-31	$10,541,922	95,575	+135.1%	Shares	Sole	2023-02-01
2020-06-30	$1,817,823	40,649	+3.6%	Shares	Sole	2020-08-17
2020-03-31	$1,489,714	39,234	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.