Position in XOM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$64,951,570
-$19,768,999 QoQ
Shares Held
475,070
-4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
13.19%
of 13F equity value
Holder Rank
#270
of 3,872 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $74,606,032 across 4 Oil & Gas Integrated names. XOM ranks #1 (87.1% of the industry book) .
All Filings in XOM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,951,570 | 475,070 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $84,720,569 | 499,355 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $70,297,333 | 584,156 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $70,522,757 | 625,479 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $67,928,876 | 630,138 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $74,007,879 | 622,281 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $62,113,284 | 577,422 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $68,381,224 | 583,358 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $68,612,556 | 596,009 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $70,781,790 | 608,928 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $64,904,516 | 649,175 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||