Position in XOM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,548,750
-$284,306 QoQ
Shares Held
47,899
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#982
of 3,870 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 across 9 Oil & Gas Integrated names. XOM ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in XOM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,548,750 | 47,899 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,833,056 | 40,275 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,507,214 | 37,454 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,382,930 | 38,873 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,865,579 | 82,241 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,448,092 | 121,484 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,707,752 | 127,431 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,990,679 | 127,885 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $14,304,925 | 124,261 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,763,977 | 118,410 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $12,120,475 | 121,229 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,843,751 | 117,739 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,666,222 | 136,748 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,919,242 | 136,050 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,049,191 | 100,174 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,933,946 | 90,871 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $11,820,204 | 138,022 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $16,247,517 | 196,725 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,512,084 | 106,424 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $7,376,439 | 125,407 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,057,375 | 80,174 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||