Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,086,120
-$1,628,852 QoQ
Shares Held
37,201
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,142
of 3,872 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $9,367,591 across 4 Oil & Gas Integrated names. XOM ranks #1 (54.3% of the industry book) .
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,086,120 | 37,201 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,714,972 | 39,579 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,977,451 | 24,742 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,562,715 | 13,860 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,158,850 | 10,750 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $970,348 | 8,159 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $852,492 | 7,925 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||