Position in XOM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$721,471
+$244,557 QoQ
Shares Held
5,277
+87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,707
of 3,872 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Convergence Financial, LLC holds $2,755,966 across 3 Oil & Gas Integrated names. XOM ranks #2 (26.2% of the industry book) .
All Filings in XOM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,471 | 5,277 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $476,914 | 2,811 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $295,916 | 2,459 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $344,564 | 3,056 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $323,939 | 3,005 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $330,387 | 2,778 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||