Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,153,203
-$438,014 QoQ
Shares Held
15,749
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,728
of 3,871 holders
Holding Since
Dec 2020
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 Jun 30, 202644 WEALTH MANAGEMENT LLC holds $7,862,444 across 4 Oil & Gas Integrated names. XOM ranks #2 (27.4% of the industry book) .
All Filings in XOM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,153,203 | 15,749 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,591,217 | 15,273 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,684,158 | 13,995 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,574,215 | 13,962 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,456,054 | 13,507 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,609,598 | 13,534 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,452,625 | 13,504 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,576,843 | 13,452 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $2,521,018 | 23,506 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,277,867 | 11,653 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,473,056 | 13,355 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,163,842 | 13,330 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,141,324 | 13,327 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,100,676 | 13,327 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $815,479 | 13,327 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $783,894 | 13,327 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $840,667 | 13,327 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $744,046 | 13,327 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $690,270 | 16,746 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||