Gratus Wealth Advisors, LLC
Position in XOM — ExxonMobil Holdings Corp
CIK 2022161
VIRGINIA BEACH, VA
Position in XOM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$934,071
-$219,277 QoQ
Shares Held
6,832
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,453
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, 2026Gratus Wealth Advisors, LLC holds $2,393,638 across 4 Oil & Gas Integrated names. XOM ranks #1 (39.0% of the industry book) .
All Filings in XOM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $934,071 | 6,832 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,153,348 | 6,798 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $795,928 | 6,614 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $763,204 | 6,769 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $735,627 | 6,824 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $811,578 | 6,824 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $766,221 | 7,123 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $916,425 | 7,818 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $920,154 | 7,993 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $947,007 | 8,147 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $528,094 | 5,282 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||