Position in XOM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,308,583
+$17,712,059 QoQ
Shares Held
133,913
+3708.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#35
of 539 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Curated Wealth Partners LLC holds $58,490,897 across 6 Oil & Gas Integrated names. XOM ranks #2 (31.3% of the industry book) .
All Filings in XOM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,308,583 | 133,913 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $596,524 | 3,516 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $392,307 | 3,260 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $225,950 | 2,004 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $288,257 | 2,674 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $366,541 | 3,082 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||