Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,540,368
-$2,712,914 QoQ
Shares Held
91,723
+2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#671
of 3,872 holders
Holding Since
Jun 2022
17 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, 2026WCG Wealth Advisors LLC holds $19,727,811 across 5 Oil & Gas Integrated names. XOM ranks #1 (63.6% of the industry book) .
All Filings in XOM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,540,368 | 91,723 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,253,282 | 89,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,686,192 | 88,800 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,341,531 | 47,375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,645,054 | 52,366 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,905,350 | 49,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,553,623 | 51,628 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $6,036,009 | 51,493 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,835,663 | 50,692 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,962,414 | 51,294 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,932,313 | 49,333 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,601,981 | 47,644 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,177,496 | 20,303 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,085,294 | 19,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,910,616 | 17,322 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,339,597 | 15,343 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $205,440 | 2,353 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $1,904,119 | 22,234 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||