Position in XOM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$50,175,587
+$13,194,744 QoQ
Shares Held
295,742
-3.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $119,506,482 across 8 Oil & Gas Integrated names. XOM ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
295,742 | $50,175,587 | |
| 2 | CVX |
Chevron Corp
|
208,655 | $43,170,719 | |
| 3 | CVE |
Cenovus Energy Inc.
|
685,981 | $18,199,075 | |
| 4 | SHEL |
Shell plc
|
55,752 | $5,184,936 | |
| 5 | BP |
Bp PLC
|
18,222 | $856,434 | |
| 6 | E |
Eni Spa
|
14,890 | $842,922 | |
| 7 | TTE |
TotalEnergies SE
|
8,387 | $763,049 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
15,121 | $313,760 |
All Filings in XOM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,175,587 | 295,742 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $36,980,843 | 307,303 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $34,575,689 | 306,658 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $31,997,950 | 296,827 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $35,394,757 | 297,610 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $30,860,757 | 286,890 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,297,630 | 284,061 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $27,691,655 | 240,546 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $24,394,707 | 209,865 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,803,838 | 208,080 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,638,065 | 209,543 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $22,109,694 | 206,151 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $21,989,790 | 200,527 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,007,717 | 199,526 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,821,668 | 192,666 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,327,541 | 202,330 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,611,078 | 201,127 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,216,762 | 232,338 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,032,921 | 255,575 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||