Position in XOM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,600,341
-$1,841,529 QoQ
Shares Held
70,219
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#778
of 3,872 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $27,210,409 across 7 Oil & Gas Integrated names. XOM ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVE |
Cenovus Energy Inc.
|
414,885 | $10,293,296 | |
| 2 | XOM |
ExxonMobil Holdings Corp
This page
|
70,219 | $9,600,341 | |
| 3 | CVX |
Chevron Corp
|
32,131 | $5,326,034 | |
| 4 | BP |
Bp PLC
|
26,368 | $974,297 | |
| 5 | TTE |
TotalEnergies SE
|
6,304 | $490,199 | |
| 6 | SHEL |
Shell plc
|
3,916 | $303,646 | |
| 7 | NFG |
National Fuel Gas Co
|
2,883 | $222,596 |
All Filings in XOM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,600,341 | 70,219 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,441,870 | 67,440 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,922,704 | 65,836 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,896,035 | 52,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,774,030 | 44,286 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,820,470 | 40,532 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||