Recurrent Investment Advisors LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1803146
HOUSTON, TX
Position in XOM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,891,178
+$2,983,662 QoQ
Shares Held
58,300
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Recurrent Investment Advisors LLC holds $279,514,150 across 6 Oil & Gas Integrated names. XOM ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVE |
Cenovus Energy Inc.
|
5,799,641 | $153,864,475 | |
| 2 | SU |
Suncor Energy Inc
|
1,515,161 | $100,167,293 | |
| 3 | XOM |
ExxonMobil Holdings Corp
This page
|
58,300 | $9,891,178 | |
| 4 | CVX |
Chevron Corp
|
43,163 | $8,930,424 | |
| 5 | SHEL |
Shell plc
|
56,141 | $5,221,113 | |
| 6 | TTE |
TotalEnergies SE
|
15,824 | $1,439,667 |
All Filings in XOM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,891,178 | 58,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,907,516 | 57,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,514,356 | 57,777 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,227,174 | 57,766 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,199,939 | 52,131 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,521,030 | 51,325 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,166,221 | 9,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,221,998 | 10,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,257,484 | 10,818 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,081,583 | 10,818 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,411,077 | 12,001 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,286,034 | 11,991 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,255,168 | 11,446 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,262,493 | 11,446 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $999,350 | 11,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $809,554 | 9,453 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $780,723 | 9,453 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $578,429 | 9,453 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $556,025 | 9,453 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $596,295 | 9,453 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $527,760 | 9,453 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $389,652 | 9,453 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $321,397 | 9,362 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $418,668 | 9,362 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $355,475 | 9,362 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||