Position in XOM
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$3,495,165
+$987,400 QoQ
Shares Held
20,601
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026TruWealth Advisors, LLC holds $38,992,319 across 3 Oil & Gas Integrated names. XOM ranks #3 (9.0% of the industry book) .
All Filings in XOM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,495,165 | 20,601 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,507,765 | 20,839 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,348,920 | 20,833 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,303,039 | 21,364 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,432,951 | 20,457 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,388,484 | 22,204 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,709,774 | 23,117 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,826,541 | 24,553 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,004,920 | 25,851 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,570,285 | 25,708 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,419,814 | 29,085 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,265,440 | 30,447 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,576,560 | 32,615 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,665,048 | 33,228 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,869,093 | 32,861 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,813,702 | 32,855 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,842,995 | 34,423 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,070,424 | 33,836 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,082,463 | 35,404 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,242,872 | 35,556 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,972,697 | 35,334 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,632,147 | 39,596 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||