NORTHCAPE WEALTH MANAGEMENT, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1902806
WILLIAMSVILLE, NY
Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,416,983
-$1,291,543 QoQ
Shares Held
39,621
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#1,099
of 3,872 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $6,494,569 across 3 Oil & Gas Integrated names. XOM ranks #1 (83.4% of the industry book) .
All Filings in XOM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,416,983 | 39,621 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,708,526 | 39,541 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,747,413 | 39,450 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,392,740 | 38,960 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,116,127 | 38,183 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,793,354 | 40,304 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,666,631 | 34,086 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,795,700 | 32,381 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,758,437 | 32,648 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,654,353 | 31,438 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,365,026 | 33,657 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,952,216 | 33,613 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,714,174 | 34,631 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,115,659 | 28,412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,502,927 | 22,692 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,210,088 | 48,220 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $983,832 | 11,488 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,366,781 | 28,657 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $718,003 | 11,734 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||