BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2010186
CINCINNATI, OH
Position in XOM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,447,886
-$3,739,496 QoQ
Shares Held
105,675
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#614
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $89,167,052 across 7 Oil & Gas Integrated names. XOM ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
444,133 | $73,619,486 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
105,675 | $14,447,886 | |
| 3 | SHEL |
Shell plc
|
9,362 | $725,929 | |
| 4 | TTE |
TotalEnergies SE
|
1,978 | $153,809 | |
| 5 | SU |
Suncor Energy Inc
|
2,000 | $107,360 | |
| 6 | BP |
Bp PLC
|
1,704 | $62,962 | |
| 7 | CVE |
Cenovus Energy Inc.
|
2,000 | $49,620 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,447,886 | 105,675 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,187,382 | 107,199 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,823,671 | 106,562 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,745,280 | 104,171 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,269,627 | 104,542 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,449,949 | 104,683 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,638,966 | 108,199 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,853,641 | 109,654 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $13,778,367 | 119,687 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,272,877 | 122,788 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,331,233 | 133,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,666,124 | 133,238 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $14,405,712 | 134,319 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $13,703,113 | 124,960 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $14,489,008 | 131,360 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $11,564,209 | 132,450 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $11,196,744 | 130,742 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $11,772,708 | 142,544 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $8,900,391 | 145,455 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $8,623,894 | 146,615 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,789,763 | 155,196 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $8,828,286 | 158,128 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $8,181,139 | 198,475 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $7,224,885 | 210,454 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $11,980,801 | 267,907 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $12,738,023 | 335,476 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||