Position in XOM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,238,990
-$2,315,025 QoQ
Shares Held
67,576
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#802
of 3,872 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $21,048,892 across 8 Oil & Gas Integrated names. XOM ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
67,576 | $9,238,990 | |
| 2 | CVX |
Chevron Corp
|
50,841 | $8,427,404 | |
| 3 | SHEL |
Shell plc
|
15,188 | $1,177,677 | |
| 4 | TTE |
TotalEnergies SE
|
11,338 | $881,642 | |
| 5 | BP |
Bp PLC
|
13,834 | $511,166 | |
| 6 | SU |
Suncor Energy Inc
|
7,060 | $378,980 | |
| 7 | E |
Eni Spa
|
4,692 | $219,867 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
13,191 | $213,166 |
All Filings in XOM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,238,990 | 67,576 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,554,015 | 68,101 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,953,631 | 66,093 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,717,983 | 59,583 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,449,674 | 59,830 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,701,467 | 56,348 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,935,311 | 45,880 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||