Position in XOM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,375
+$3,018 QoQ
Shares Held
32
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,863
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, 2026Copia Wealth Management holds $106,847 across 6 Oil & Gas Integrated names. XOM ranks #2 (4.1% 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 | $4,375 | 32 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,357 | 8 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $962 | 8 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $902 | 8 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $862 | 8 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $951 | 8 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,155 | 113 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||