TRANSCEND CAPITAL ADVISORS, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1776082 MADISON, NJ

Position in XOM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$13,405,259

-$412,699 QoQ

Shares Held

98,049

+20.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#650

of 3,884 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $20,025,100 across 5 Oil & Gas Integrated names. XOM ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	98,049	$13,405,259
2	CVX	Chevron Corp	22,119	$3,666,445
3	BP	Bp PLC	30,728	$1,135,399
4	SHEL	Shell plc	13,274	$1,029,265
5	IMO	Imperial Oil Ltd	7,041	$788,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,405,259	98,049	+20.4%	Shares	Sole	2026-08-04
2026-03-31	$13,817,958	81,445	-3.3%	Shares	Sole	2026-05-13
2025-12-31	$10,140,450	84,265	-3.7%	Shares	Sole	2026-01-23
2025-09-30	$9,862,580	87,473	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$9,424,738	87,428	-7.0%	Shares	Sole	2025-08-01
2025-03-31	$11,181,679	94,019	+0.6%	Shares	Sole	2025-04-24
2024-12-31	$10,052,846	93,454	-1.6%	Shares	Sole	2025-02-03
2024-09-30	$11,133,203	94,977	-0.4%	Shares	Sole	2024-10-15
2024-06-30	$10,980,606	95,384	+3.9%	Shares	Sole	2024-07-02
2024-03-31	$10,674,667	91,833	+2.0%	Shares	Sole	2024-05-03
2023-12-31	$8,999,899	90,017	-9.0%	Shares	Sole	2024-02-05
2023-09-30	$11,633,130	98,938	+1.4%	Shares	Sole	2023-10-31
2023-06-30	$10,465,991	97,585	-1.5%	Shares	Sole	2023-07-13
2023-03-31	$10,863,687	99,067	+3.0%	Shares	Sole	2023-04-12
2022-12-31	$10,609,426	96,187	+1.0%	Shares	Sole	2023-01-20
2022-09-30	$8,314,094	95,225	+15.8%	Shares	Sole	2022-10-17
2022-06-30	$7,040,293	82,208	-1.5%	Shares	Sole	2022-07-12
2022-03-31	$6,894,365	83,477	-8.3%	Shares	Sole	2022-04-20
2021-12-31	$5,571,227	91,048	+0.5%	Shares	Sole	2022-01-20
2021-09-30	$5,328,150	90,584	-32.7%	Shares	Sole	2021-11-04
2021-06-30	$8,489,558	134,584	+27.1%	Shares	Sole	2021-08-13
2021-03-31	$5,911,838	105,890	+2.3%	Shares	Sole	2021-05-12
2020-12-31	$4,265,940	103,492	-1.7%	Shares	Sole	2021-02-12
2020-09-30	$3,615,635	105,320	+4.5%	Shares	Defined	2020-11-13
2020-06-30	$4,506,031	100,761	-0.3%	Shares	Defined	2020-08-05
2020-03-31	$3,836,564	101,042	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.