SageView Advisory Group, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 1914558
NEWPORT BEACH, CA
Position in XOM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,504,483
-$1,730,328 QoQ
Shares Held
40,261
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,084
of 3,872 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $8,690,981 across 3 Oil & Gas Integrated names. XOM ranks #1 (63.3% of the industry book) .
All Filings in XOM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,504,483 | 40,261 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,234,811 | 42,643 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $9,651,268 | 80,200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,558,985 | 67,042 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,945,971 | 45,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,415,120 | 45,532 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $4,440,166 | 41,277 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,632,530 | 30,989 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,314,927 | 37,482 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,117,324 | 26,818 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $3,642,771 | 36,435 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $2,944,555 | 25,043 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $2,609,499 | 24,331 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $2,367,339 | 21,588 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $2,031,615 | 18,419 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||