Position in XOM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,725,337
-$3,905,295 QoQ
Shares Held
129,647
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#546
of 3,871 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $32,270,889 across 6 Oil & Gas Integrated names. XOM ranks #1 (54.9% of the industry book) .
All Filings in XOM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,725,337 | 129,647 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $21,630,632 | 127,494 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $16,584,059 | 147,087 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,135,241 | 158,954 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $19,031,535 | 160,023 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,587,802 | 163,501 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,770,207 | 168,659 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $19,189,237 | 166,689 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $17,362,652 | 149,369 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,248,149 | 142,510 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,860,936 | 126,390 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,135,130 | 47,880 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,718,836 | 88,627 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,555,289 | 86,630 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,568,233 | 52,322 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,815,965 | 56,235 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,634,537 | 56,115 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $3,342,197 | 54,620 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||