Cape Investment Advisory, Inc.

Position in XOM — ExxonMobil Holdings Corp

CIK 1944437 MCDONOUGH, GA

Position in XOM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,169,502

-$384,752 QoQ

Shares Held

8,554

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#2,264

of 3,872 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $4,962,281 across 9 Oil & Gas Integrated names. XOM ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	18,937	$3,138,997
2	XOM	ExxonMobil Holdings Corp This page	8,554	$1,169,502
3	SHEL	Shell plc	3,893	$301,863
4	BP	Bp PLC	7,678	$283,701
5	SU	Suncor Energy Inc	389	$20,881
6	CVE	Cenovus Energy Inc.	743	$18,433
7	E	Eni Spa	300	$14,058
8	TTE	TotalEnergies SE	97	$7,542

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,169,502	8,554	-6.6%	Shares	Sole	2026-07-23
2026-03-31	$1,554,254	9,161	+45.3%	Shares	Sole	2026-05-15
2025-12-31	$758,502	6,303	+95.1%	Shares	Sole	2026-02-17
2025-09-30	$364,294	3,231	-45.2%	Shares	Sole	2025-12-29
2025-06-30	$635,157	5,892	+31.6%	Shares	Defined	2025-08-19
2025-03-31	$532,330	4,476	+7.8%	Shares	Defined	2025-05-16
2024-12-31	$446,523	4,151	+9.4%	Shares	Defined	2025-02-05
2024-09-30	$444,967	3,796	+7.3%	Shares	Defined	2024-11-14
2024-06-30	$407,409	3,539	+6.7%	Shares	Defined	2024-08-15
2024-03-31	$385,451	3,316	-0.5%	Shares	Defined	2024-06-21
2023-12-31	$333,333	3,334	-61.3%	Shares	Defined	2024-02-12
2023-09-30	$1,012,128	8,608	+182.2%	Shares	Defined	2023-11-07
2023-06-30	$327,112	3,050	+4.2%	Shares	Defined	2023-10-12
2023-03-31	$321,084	2,928	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.