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Bell Investment Advisors, Inc

Position in XOM — ExxonMobil Holdings Corp

CIK 1890149 ORINDA, CA

Position in XOM

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,118,096
-$264,633 QoQ
Shares Held
8,178
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,301
of 3,872 holders
Holding Since
Sep 2021
19 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, 2026

Bell Investment Advisors, Inc holds $2,510,586 across 8 Oil & Gas Integrated names. XOM ranks #2 (44.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 XOM
ExxonMobil Holdings Corp
This page
8,178 $1,118,096

All Filings in XOM

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,118,096 8,178
2026-03-31 $1,382,729 8,150
2025-12-31 $565,357 4,698
2025-09-30 $552,587 4,901
2025-06-30 $538,461 4,995
2025-03-31 $431,121 3,625
2024-12-31 $394,566 3,668
2024-09-30 $442,388 3,774
2024-06-30 $469,574 4,079
2024-03-31 $460,194 3,959
2023-12-31 $386,322 3,864
2023-09-30 $404,122 3,437
2023-06-30 $148,863 1,388
2023-03-31 $148,369 1,353
2022-12-31 $154,750 1,403
2022-09-30 $95,691 1,096
2022-06-30 $81,700 954
2021-12-31 $60,272 985
2021-09-30 $45,114 767