Position in XOM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$549,477
-$132,386 QoQ
Shares Held
4,019
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#2,948
of 3,872 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Yoffe Investment Management, LLC holds $1,269,768 across 3 Oil & Gas Integrated names. XOM ranks #1 (43.3% 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 | $549,477 | 4,019 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $681,863 | 4,019 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $483,646 | 4,019 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $453,142 | 4,019 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $432,817 | 4,015 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $477,028 | 4,011 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $431,032 | 4,007 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||