Position in XOM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,987,789
-$916,355 QoQ
Shares Held
43,796
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#1,038
of 3,872 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $7,952,549 across 3 Oil & Gas Integrated names. XOM ranks #1 (75.3% of the industry book) .
All Filings in XOM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,987,789 | 43,796 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,904,144 | 40,694 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,764,862 | 39,595 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,445,619 | 39,429 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,726,753 | 34,571 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,111,766 | 34,573 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,705,141 | 34,444 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,424,699 | 29,216 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,421,136 | 29,718 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,423,500 | 29,452 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,932,613 | 29,332 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,435,099 | 29,215 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,199,589 | 29,833 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,104,803 | 28,313 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,122,923 | 28,313 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,331,526 | 26,704 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,921,969 | 45,796 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,782,291 | 45,796 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,796,138 | 45,696 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,720,189 | 46,246 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,765,805 | 43,846 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,434,132 | 43,599 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,686,846 | 40,923 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||