Position in XOM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$711,901
-$196,797 QoQ
Shares Held
5,207
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,717
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BALLAST ADVISORS LLC holds $1,319,908 across 2 Oil & Gas Integrated names. XOM ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
5,207 | $711,901 | |
| 2 | CVX |
Chevron Corp
|
3,668 | $608,007 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,901 | 5,207 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $908,698 | 5,356 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $689,187 | 5,727 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $698,373 | 6,194 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $692,507 | 6,424 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $769,001 | 6,466 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $690,169 | 6,416 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $758,296 | 6,469 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $738,955 | 6,419 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $745,563 | 6,414 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $367,326 | 3,674 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $736,285 | 6,262 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $665,486 | 6,205 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $734,722 | 6,700 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $735,039 | 6,664 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $534,686 | 6,124 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $536,962 | 6,270 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $517,013 | 6,260 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $377,542 | 6,170 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $360,860 | 6,135 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $417,148 | 6,613 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $384,389 | 6,885 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $272,010 | 6,599 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $216,073 | 6,294 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $286,655 | 6,410 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $243,387 | 6,410 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||