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Equibles

Trek Financial, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1768195 Scottsdale, AZ
Back to XOM Full portfolio

Position in XOM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$13,357,544
+$3,225,958 QoQ
Shares Held
97,700
+63.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#651
of 3,898 holders
Holding Since
Mar 2020
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, 2026

Trek Financial, LLC holds $30,181,642 across 5 Oil & Gas Integrated names. XOM ranks #1 (44.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 XOM
ExxonMobil Holdings Corp
This page 		97,700 $13,357,544
2 CVX
Chevron Corp
 62,546 $10,367,624
3 SHEL
Shell plc
 77,042 $5,973,836
4 E
Eni Spa
 5,536 $259,416
5 EQNR
Equinor ASA
 7,109 $223,222

All Filings in XOM

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,357,544 97,700
2026-03-31 $10,131,586 59,717
2025-12-31 $7,351,089 61,086
2025-09-30 $4,827,616 42,817
2025-06-30 $5,493,595 50,961
2025-03-31 $5,252,900 44,168
2024-12-31 $1,940,347 18,038
2024-09-30 $6,168,350 52,622
2024-06-30 $1,727,375 15,005
2024-03-31 $1,988,285 17,105
2023-12-31 $1,338,632 13,389
2023-09-30 $1,594,737 13,563
2023-06-30 $1,543,113 14,388
2023-03-31 $359,355 3,277
2022-12-31 $488,959 4,433
2022-06-30 $308,304 3,600
2022-03-31 $375,619 4,548
2020-12-31 $303,008 7,351
2020-09-30 $381,440 11,111
2020-06-30 $514,101 11,496
2020-03-31 $333,794 8,791