Position in XOM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,917,408
-$1,314,543 QoQ
Shares Held
35,967
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,169
of 3,872 holders
Holding Since
Jun 2022
17 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, 2026Aprio Wealth Management, LLC holds $12,027,256 across 8 Oil & Gas Integrated names. XOM ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
35,967 | $4,917,408 | |
| 2 | CVX |
Chevron Corp
|
26,442 | $4,383,025 | |
| 3 | SHEL |
Shell plc
|
12,427 | $963,589 | |
| 4 | IMO |
Imperial Oil Ltd
|
4,689 | $525,261 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,414 | $410,690 | |
| 6 | BP |
Bp PLC
|
8,281 | $305,982 | |
| 7 | TTE |
TotalEnergies SE
|
3,398 | $264,228 | |
| 8 | SU |
Suncor Energy Inc
|
4,789 | $257,073 |
All Filings in XOM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,917,408 | 35,967 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,231,951 | 36,732 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,437,657 | 36,876 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,084,409 | 18,487 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,491,628 | 13,837 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,004,684 | 16,856 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,474,569 | 13,708 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,234,912 | 10,535 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,224,186 | 10,634 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $914,925 | 7,871 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $571,885 | 5,720 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $738,990 | 6,285 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $591,483 | 5,515 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $414,624 | 3,781 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $551,720 | 5,002 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $413,587 | 4,737 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $328,943 | 3,841 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||