Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$540,727
-$120,268 QoQ
Shares Held
3,955
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,960
of 3,872 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,309,929 across 8 Oil & Gas Integrated names. XOM ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
3,955 | $540,727 | |
| 2 | CVX |
Chevron Corp
|
3,205 | $531,260 | |
| 3 | BP |
Bp PLC
|
4,627 | $170,967 | |
| 4 | SHEL |
Shell plc
|
355 | $27,526 | |
| 5 | SU |
Suncor Energy Inc
|
376 | $20,183 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
550 | $8,660 | |
| 7 | NFG |
National Fuel Gas Co
|
104 | $8,029 | |
| 8 | E |
Eni Spa
|
55 | $2,577 |
All Filings in XOM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,727 | 3,955 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $660,995 | 3,896 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $467,400 | 3,884 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $385,379 | 3,418 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $366,951 | 3,404 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $458,831 | 3,858 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $401,989 | 3,737 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $480,719 | 4,101 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $487,878 | 4,238 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $531,449 | 4,572 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $457,408 | 4,575 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $539,927 | 4,592 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $437,901 | 4,083 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $442,368 | 4,034 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $395,425 | 3,585 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $321,388 | 3,681 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,396 | 3,893 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||