Position in XOM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$87,637
-$14,159 QoQ
Shares Held
641
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,789
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, 2026True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. XOM ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,150 | $190,624 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
641 | $87,637 | |
| 3 | NFG |
National Fuel Gas Co
|
602 | $46,480 | |
| 4 | SHEL |
Shell plc
|
552 | $42,802 | |
| 5 | SU |
Suncor Energy Inc
|
664 | $35,643 | |
| 6 | BP |
Bp PLC
|
560 | $20,692 | |
| 7 | E |
Eni Spa
|
440 | $20,618 | |
| 8 | TTE |
TotalEnergies SE
|
245 | $19,051 |
All Filings in XOM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,637 | 641 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $101,796 | 600 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $52,949 | 440 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $43,747 | 388 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $48,617 | 451 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $49,355 | 415 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,482 | 209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,458 | 166 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,276 | 845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $91,248 | 785 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,986 | 660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $77,367 | 658 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $82,153 | 766 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $286,980 | 2,617 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $128,058 | 1,161 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||