SAGE RHINO CAPITAL LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1771605 MENLO PARK, CA

Position in XOM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,015,966

-$265,815 QoQ

Shares Held

7,431

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,378

of 3,872 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $3,344,227 across 5 Oil & Gas Integrated names. XOM ranks #1 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	7,431	$1,015,966
2	SHEL	Shell plc	12,482	$967,854
3	TTE	TotalEnergies SE	6,353	$494,009
4	CVX	Chevron Corp	2,915	$483,190
5	BP	Bp PLC	10,371	$383,208

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,015,966	7,431	-1.6%	Shares	Sole	2026-08-03
2026-03-31	$1,281,781	7,555	-1.1%	Shares	Sole	2026-04-28
2025-12-31	$919,638	7,642	-0.4%	Shares	Sole	2026-01-30
2025-09-30	$864,679	7,669	-0.6%	Shares	Sole	2025-10-31
2025-06-30	$831,461	7,713	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$914,333	7,688	-2.3%	Shares	Sole	2025-05-01
2024-12-31	$846,683	7,871	-1.1%	Shares	Sole	2025-02-06
2024-09-30	$933,188	7,961	+0.5%	Shares	Sole	2024-11-01
2024-06-30	$911,750	7,920	+12.0%	Shares	Sole	2024-07-30
2024-03-31	$822,165	7,073	+3.6%	Shares	Sole	2024-04-26
2023-12-31	$682,263	6,824	+0.9%	Shares	Sole	2024-02-05
2023-09-30	$794,840	6,760	-0.1%	Shares	Sole	2023-10-26
2023-06-30	$726,082	6,770	-1.6%	Shares	Sole	2023-07-31
2023-03-31	$754,680	6,882	-7.2%	Shares	Sole	2023-04-21
2022-12-31	$817,764	7,414	+11.4%	Shares	Sole	2023-02-01
2022-09-30	$580,873	6,653	+0.1%	Shares	Sole	2022-10-24
2022-06-30	$569,334	6,648	+7.1%	Shares	Sole	2022-07-28
2022-03-31	$512,553	6,206	+2.6%	Shares	Sole	2022-04-27
2021-12-31	$370,077	6,048	+4.0%	Shares	Sole	2022-02-04
2021-09-30	$341,979	5,814	+3.2%	Shares	Sole	2021-10-18
2021-06-30	$355,518	5,636	+2.3%	Shares	Sole	2021-07-27
2021-03-31	$307,567	5,509	-17.9%	Shares	Sole	2021-05-04
2020-06-30	$300,160	6,712	+20.1%	Shares	Sole	2020-07-30
2020-03-31	$212,290	5,591	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.