Position in XOM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,000,380
-$98,847 QoQ
Shares Held
7,317
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#2,385
of 3,866 holders
Holding Since
Jun 2024
9 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, 2026Optivise Advisory Services LLC holds $1,420,412 across 3 Oil & Gas Integrated names. XOM ranks #1 (70.4% of the industry book) .
All Filings in XOM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,380 | 7,317 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,099,227 | 6,479 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $868,975 | 7,221 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $659,249 | 5,847 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $527,357 | 4,892 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $552,548 | 4,646 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $451,471 | 4,197 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $535,226 | 4,566 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $584,003 | 5,073 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||