Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,428,736
-$11,456,802 QoQ
Shares Held
207,934
-11.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#428
of 3,884 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$848,300
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $61,910,109 across 8 Oil & Gas Integrated names. XOM ranks #1 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
207,934 | $28,428,736 | |
| 2 | CVX |
Chevron Corp
|
150,387 | $24,928,148 | |
| 3 | SHEL |
Shell plc
|
35,924 | $2,785,546 | |
| 4 | BP |
Bp PLC
|
64,655 | $2,389,001 | |
| 5 | TTE |
TotalEnergies SE
|
20,226 | $1,572,773 | |
| 6 | SU |
Suncor Energy Inc
|
18,670 | $1,002,204 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,572 | $413,243 | |
| 8 | CVE |
Cenovus Energy Inc.
|
15,738 | $390,458 |
All Filings in XOM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,428,736 | 207,934 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,885,538 | 235,091 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $848,300 | 5,000 | Put | Sole | 2026-05-18 | |
| 2025-12-31 | $24,916,396 | 207,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,838,906 | 184,824 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $16,889,564 | 156,675 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,641,873 | 139,930 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,966,008 | 101,943 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,482,871 | 97,960 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,495,605 | 91,171 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,075,993 | 60,874 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,162,367 | 61,636 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,187,547 | 61,129 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,579,146 | 42,696 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,608,351 | 42,024 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,722,604 | 42,816 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $3,126,396 | 35,808 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,620,412 | 30,598 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,216,137 | 26,833 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,613,886 | 26,375 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,579,787 | 26,858 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,302,293 | 36,498 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,704,154 | 30,524 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $579,182 | 14,051 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $258,607 | 7,533 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $332,269 | 7,430 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $231,730 | 6,103 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||