Position in XOM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$62,891
-$14,813 QoQ
Shares Held
460
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,807
of 3,871 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $279,740 across 3 Oil & Gas Integrated names. XOM ranks #2 (22.5% of the industry book) .
All Filings in XOM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,891 | 460 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $77,704 | 458 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,875 | 456 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $51,075 | 453 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $48,617 | 451 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $53,280 | 448 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $47,976 | 446 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $46,653 | 398 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $45,587 | 396 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $45,914 | 395 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $39,192 | 392 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $45,856 | 390 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $41,613 | 388 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $42,438 | 387 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $42,465 | 385 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $33,439 | 383 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $32,628 | 381 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $80,855 | 979 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $59,782 | 977 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $71,936 | 1,223 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $82,382 | 1,306 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $72,746 | 1,303 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $53,586 | 1,300 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $68,007 | 1,981 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $103,124 | 2,306 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $106,771 | 2,812 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||