Position in XOM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$13,589,596
+$1,457,158 QoQ
Shares Held
80,099
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026NewEdge Wealth, LLC holds $123,273,687 across 9 Oil & Gas Integrated names. XOM ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,082,177 | $71,542,721 | |
| 2 | CVX |
Chevron Corp
|
67,966 | $14,062,165 | |
| 3 | XOM |
ExxonMobil Holdings Corp
This page
|
80,099 | $13,589,596 | |
| 4 | IMO |
Imperial Oil Ltd
|
87,203 | $11,407,896 | |
| 5 | SHEL |
Shell plc
|
49,964 | $4,646,652 | |
| 6 | TTE |
TotalEnergies SE
|
47,592 | $4,329,920 | |
| 7 | BP |
Bp PLC
|
64,821 | $3,046,587 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,807 | $410,995 |
All Filings in XOM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,589,596 | 80,099 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,132,438 | 100,818 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,940,962 | 79,299 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,364,848 | 77,596 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,753,604 | 73,603 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,863,073 | 63,801 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,703,362 | 99,841 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,181,646 | 62,384 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,596,827 | 39,546 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,097,880 | 40,987 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,706,609 | 40,029 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,401,648 | 31,717 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,774,079 | 16,178 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,276,722 | 11,575 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $690,360 | 7,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,893,500 | 22,110 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $437,396 | 5,296 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $263,239 | 4,302 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $253,455 | 4,309 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $296,539 | 4,701 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||