COTTONWOOD CAPITAL ADVISORS, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1903321
SALT LAKE CITY, UT
Position in XOM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$232,560
-$54,844 QoQ
Shares Held
1,701
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#3,623
of 3,872 holders
Holding Since
Dec 2022
14 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, 2026COTTONWOOD CAPITAL ADVISORS, LLC holds $856,977 across 2 Oil & Gas Integrated names. XOM ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
3,767 | $624,417 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
1,701 | $232,560 |
All Filings in XOM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,560 | 1,701 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $287,404 | 1,694 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $203,133 | 1,688 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $351,751 | 3,263 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $386,998 | 3,254 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $389,295 | 3,619 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $391,866 | 3,343 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $388,530 | 3,375 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $414,279 | 3,564 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $382,423 | 3,825 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $406,356 | 3,456 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $274,774 | 2,562 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $206,818 | 1,886 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $208,025 | 1,886 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||