Robertson Stephens Wealth Management, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1767307 San Francisco, CA

Position in XOM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,977,291

-$2,324,366 QoQ

Shares Held

36,405

-15.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,160

of 3,870 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Energy · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $11,110,923 across 6 Oil & Gas Integrated names. XOM ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	36,405	$4,977,291
2	CVX	Chevron Corp	21,952	$3,638,763
3	SU	Suncor Energy Inc	18,266	$980,518
4	TTE	TotalEnergies SE	10,772	$837,630
5	SHEL	Shell plc	5,477	$424,686
6	BP	Bp PLC	6,821	$252,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,977,291	36,405	-15.4%	Shares	Sole	2026-07-29
2026-03-31	$7,301,657	43,037	+19.1%	Shares	Sole	2026-04-28
2025-12-31	$4,348,245	36,133	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$3,985,487	35,348	+18.8%	Shares	Sole	2025-11-12
2025-06-30	$3,206,618	29,746	-3.5%	Shares	Sole	2025-07-24
2025-03-31	$3,665,184	30,818	-4.1%	Shares	Sole	2025-04-17
2024-12-31	$3,456,331	32,131	+0.8%	Shares	Sole	2025-01-27
2024-09-30	$3,735,215	31,865	-5.2%	Shares	Sole	2024-11-12
2024-06-30	$3,870,564	33,622	+10.4%	Shares	Sole	2024-08-13
2024-03-31	$3,540,902	30,462	+1.3%	Shares	Sole	2024-05-15
2023-12-31	$3,006,398	30,070	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$3,492,831	29,706	-0.0%	Shares	Sole	2023-11-13
2023-06-30	$3,186,290	29,709	-6.5%	Shares	Sole	2023-08-11
2023-03-31	$3,482,691	31,759	+32.2%	Shares	Sole	2023-05-11
2022-12-31	$2,650,509	24,030	+1.2%	Shares	Sole	2023-02-14
2022-09-30	$2,072,826	23,741	-9.2%	Shares	Sole	2022-11-14
2022-06-30	$2,239,057	26,145	-6.3%	Shares	Sole	2022-08-12
2022-03-31	$2,304,261	27,900	+16.4%	Shares	Sole	2022-05-16
2021-12-31	$1,466,418	23,965	+42.3%	Shares	Sole	2022-02-14
2021-09-30	$990,352	16,837	-0.4%	Shares	Sole	2021-11-10
2021-06-30	$1,066,682	16,910	-4.4%	Shares	Sole	2021-08-17
2021-03-31	$987,353	17,685	+41.6%	Shares	Sole	2021-05-07
2020-12-31	$514,755	12,488	-44.5%	Shares	Sole	2021-02-10
2020-09-30	$772,184	22,493	+119.3%	Shares	Sole	2020-11-10
2020-06-30	$458,693	10,257	+51.9%	Shares	Sole	2020-08-12
2020-03-31	$256,373	6,752	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.