Position in XOM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,277,617
-$542,639 QoQ
Shares Held
16,659
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.63%
of 13F equity value
Holder Rank
#1,674
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, 2026OPTIMA CAPITAL LLC holds $2,875,678 across 2 Oil & Gas Integrated names. XOM ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
16,659 | $2,277,617 | |
| 2 | CVX |
Chevron Corp
|
3,608 | $598,061 |
All Filings in XOM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,617 | 16,659 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $2,820,256 | 16,623 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,989,941 | 16,536 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,890,816 | 16,770 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,854,374 | 17,202 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,007,061 | 16,876 | Shares | Sole | 2025-06-13 | |
| 2024-12-31 | $1,846,653 | 17,167 | Shares | Sole | 2025-06-13 | |
| No filing history on record for this holder in this stock. | ||||||