Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,488,607
-$436,694 QoQ
Shares Held
10,888
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#2,026
of 3,872 holders
Holding Since
Jun 2020
21 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, 2026WFA of San Diego, LLC holds $1,825,265 across 2 Oil & Gas Integrated names. XOM ranks #1 (81.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
10,888 | $1,488,607 | |
| 2 | CVX |
Chevron Corp
|
2,031 | $336,658 |
All Filings in XOM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,607 | 10,888 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,925,301 | 11,348 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,377,652 | 11,448 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,330,788 | 11,803 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,279,909 | 11,873 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,266,796 | 10,807 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,267,125 | 11,007 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $1,268,923 | 10,792 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,157,334 | 10,791 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,232,688 | 11,241 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,612,034 | 14,615 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,299,085 | 14,879 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,312,689 | 15,328 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $908,242 | 10,997 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $740,276 | 12,098 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,179,164 | 20,047 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $797,709 | 12,646 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,290,566 | 23,116 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $41,000 | 20,784 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $713,446 | 20,782 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,228,844 | 49,840 | Shares | Sole | 2020-08-18 | |
| No filing history on record for this holder in this stock. | ||||||