Position in XOM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,552,562
-$603,792 QoQ
Shares Held
18,670
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,583
of 3,861 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$478,520
PutShares
3,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Portside Wealth Group, LLC holds $11,257,783 across 6 Oil & Gas Integrated names. XOM ranks #3 (22.7% of the industry book) .
All Filings in XOM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,552,562 | 18,670 | Shares | Other | 2026-07-14 | |
| 2026-06-30 | $478,520 | 3,500 | Put | Sole | 2026-07-14 | |
| 2026-03-31 | $3,156,354 | 18,604 | Shares | Other | 2026-05-12 | |
| 2026-03-31 | $1,272,450 | 7,500 | Put | Sole | 2026-05-12 | |
| 2025-12-31 | $2,478,402 | 20,595 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,551,081 | 22,626 | Shares | Other | 2025-11-05 | |
| 2025-09-30 | $631,400 | 5,600 | Put | Sole | 2025-11-05 | |
| 2025-06-30 | $15,281 | 6,100 | Put | Sole | 2025-08-11 | |
| 2025-06-30 | $2,204,402 | 20,449 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $749,259 | 6,300 | Put | Other | 2025-04-14 | |
| 2025-03-31 | $2,556,518 | 21,496 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $677,691 | 6,300 | Put | Other | 2025-04-14 | |
| 2024-12-31 | $10,757 | 100 | Call | Other | 2025-04-14 | |
| 2024-12-31 | $2,214,758 | 20,589 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $11,722 | 100 | Call | Other | 2024-10-31 | |
| 2024-09-30 | $1,507,566 | 12,861 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,393,757 | 12,107 | Shares | Other | 2024-07-18 | |
| 2024-06-30 | $11,512 | 100 | Call | Other | 2024-07-18 | |
| 2024-03-31 | $1,306,421 | 11,239 | Shares | Other | 2024-04-17 | |
| 2024-03-31 | $11,624 | 100 | Call | Other | 2024-04-17 | |
| 2023-12-31 | $1,139,072 | 11,393 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $1,327,007 | 11,286 | Shares | Other | 2023-10-27 | |
| 2023-09-30 | $11,758 | 100 | Call | Other | 2023-10-27 | |
| 2023-06-30 | $1,181,358 | 11,015 | Shares | Other | 2023-09-01 | |
| 2023-06-30 | $10,725 | 100 | Call | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||