Williams Jones Wealth Management, LLC.

Position in XOM — ExxonMobil Holdings Corp

CIK 1788587 New York, NY

Position in XOM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$40,491,542

-$12,514,992 QoQ

Shares Held

296,164

-5.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#349

of 3,871 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $59,418,407 across 5 Oil & Gas Integrated names. XOM ranks #1 (68.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	296,164	$40,491,542
2	CVX	Chevron Corp	106,529	$17,658,247
3	SHEL	Shell plc	6,984	$541,539
4	BP	Bp PLC	13,043	$481,938
5	NFG	National Fuel Gas Co	3,175	$245,141

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,491,542	296,164	-5.2%	Shares	Sole	2026-08-05
2026-03-31	$53,006,534	312,428	-1.6%	Shares	Sole	2026-05-05
2025-12-31	$38,227,084	317,659	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$36,025,316	319,515	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$34,399,519	319,105	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$38,832,666	326,517	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$35,379,342	328,896	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$38,722,923	330,344	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$38,222,487	332,023	+0.7%	Shares	Sole	2024-08-05
2024-03-31	$38,307,240	329,553	-1.1%	Shares	Sole	2024-05-07
2023-12-31	$33,324,033	333,307	-2.2%	Shares	Sole	2024-02-14
2023-09-30	$40,081,375	340,886	-0.6%	Shares	Sole	2023-11-14
2023-06-30	$36,797,689	343,102	-7.2%	Shares	Sole	2023-08-14
2023-03-31	$40,550,074	369,780	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$40,724,304	369,214	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$32,821,313	375,917	+3.6%	Shares	Sole	2022-11-14
2022-06-30	$31,062,141	362,706	+36.9%	Shares	Sole	2022-08-15
2022-03-31	$21,883,707	264,968	+24.3%	Shares	Sole	2022-05-16
2021-12-31	$13,039,160	213,093	+10.3%	Shares	Sole	2022-02-14
2021-09-30	$11,364,435	193,207	-4.4%	Shares	Sole	2021-11-15
2021-06-30	$12,742,538	202,006	+1.0%	Shares	Sole	2021-08-16
2021-03-31	$11,161,142	199,913	+6.4%	Shares	Sole	2021-05-17
2020-12-31	$7,746,845	187,939	-3.5%	Shares	Sole	2021-02-16
2020-09-30	$6,685,218	194,734	-8.3%	Shares	Sole	2020-11-13
2020-06-30	$9,492,714	212,270	-6.4%	Shares	Sole	2020-08-14
2020-03-31	$8,608,026	226,706	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.