Trifecta Capital Advisors, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1962615 NORTHBROOK, IL

Position in XOM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$889,500

-$220,924 QoQ

Shares Held

6,506

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,504

of 3,872 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $1,626,038 across 7 Oil & Gas Integrated names. XOM ranks #1 (54.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	6,506	$889,500
2	CVX	Chevron Corp	4,384	$726,691
3	SHEL	Shell plc	44	$3,411
4	IMO	Imperial Oil Ltd	23	$2,576
5	EQNR	Equinor ASA	49	$1,538
6	TTE	TotalEnergies SE	18	$1,399
7	BP	Bp PLC	25	$923

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$889,500	6,506	-0.6%	Shares	Sole	2026-08-03
2026-03-31	$1,110,424	6,545	+18.0%	Shares	Sole	2026-05-01
2025-12-31	$667,285	5,545	-4.0%	Shares	Sole	2026-01-30
2025-09-30	$651,018	5,774	-5.0%	Shares	Sole	2025-11-03
2025-06-30	$655,316	6,079	0.0%	Shares	Sole	2025-07-23
2025-03-31	$722,975	6,079	-8.9%	Shares	Sole	2025-04-21
2024-12-31	$717,814	6,673	-25.6%	Shares	Sole	2025-02-04
2024-09-30	$1,051,815	8,973	-3.0%	Shares	Sole	2024-10-16
2024-06-30	$1,065,205	9,253	+0.3%	Shares	Sole	2024-08-07
2024-03-31	$1,072,197	9,224	0.0%	Shares	Sole	2024-04-16
2023-12-31	$922,215	9,224	0.0%	Shares	Sole	2024-01-25
2023-09-30	$1,084,557	9,224	0.0%	Shares	Sole	2023-11-01
2023-06-30	$989,274	9,224	+38.1%	Shares	Sole	2023-08-14
2023-03-31	$732,419	6,679	0.0%	Shares	Sole	2023-05-09
2022-12-31	$736,693	6,679	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.