Position in XOM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,444,173
+$103,351 QoQ
Shares Held
10,563
+33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#2,051
of 3,866 holders
Holding Since
Dec 2020
23 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, 2026Opal Wealth Advisors, LLC holds $1,970,958 across 2 Oil & Gas Integrated names. XOM ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
10,563 | $1,444,173 | |
| 2 | CVX |
Chevron Corp
|
3,178 | $526,785 |
All Filings in XOM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,444,173 | 10,563 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,340,822 | 7,903 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,169,464 | 9,718 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,082,287 | 9,599 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,055,901 | 9,795 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,335,346 | 11,228 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,058,596 | 9,841 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,096,358 | 9,353 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,028,942 | 8,938 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,036,512 | 8,917 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $862,427 | 8,626 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,084,087 | 9,220 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $965,464 | 9,002 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $831,551 | 7,583 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $779,379 | 7,066 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $849,002 | 9,724 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $514,867 | 6,012 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $436,653 | 5,287 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $331,282 | 5,414 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $309,628 | 5,264 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $359,492 | 5,699 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $308,907 | 5,533 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $215,498 | 5,228 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||