Caldwell Trust Co

Bank

Position in XOM — ExxonMobil Holdings Corp

CIK 2080218 Venice, FL

Position in XOM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$10,476,443

+$382,183 QoQ

Shares Held

76,627

+28.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#742

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Caldwell Trust Co holds $22,716,355 across 8 Oil & Gas Integrated names. XOM ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	76,627	$10,476,443
2	CVX	Chevron Corp	54,641	$9,057,292
3	SHEL	Shell plc	35,204	$2,729,718
4	BP	Bp PLC	8,271	$305,613
5	TTE	TotalEnergies SE	1,411	$109,719
6	NFG	National Fuel Gas Co	252	$19,456
7	SU	Suncor Energy Inc	320	$17,177
8	PBR	Petrobras - Petroleo Brasileiro SA	58	$937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,476,443	76,627	+28.8%	Shares	Sole	2026-08-03
2026-03-31	$10,094,260	59,497	+3.2%	Shares	Sole	2026-04-22
2025-12-31	$6,935,073	57,629	-3.8%	Shares	Sole	2026-01-30
2025-09-30	$6,753,725	59,900	+1.2%	Shares	Sole	2025-10-23
2025-06-30	$6,378,418	59,169	0.0%	Shares	Sole	2025-09-22
2025-03-31	$7,036,968	59,169	+0.1%	Shares	Sole	2025-09-23
2024-12-31	$6,359,322	59,118	-2.3%	Shares	Sole	2025-09-24
2024-09-30	$7,093,685	60,516	+0.4%	Shares	Sole	2025-09-24
2024-06-30	$6,941,850	60,301	+5.0%	Shares	Sole	2025-09-24
2024-03-31	$6,672,873	57,406	+2.8%	Shares	Sole	2025-09-24
2023-12-31	$5,581,182	55,823	+0.2%	Shares	Sole	2025-10-01
2023-09-30	$6,553,321	55,735	-0.5%	Shares	Sole	2025-10-01
2023-06-30	$6,006,214	56,002	-29.6%	Shares	Sole	2025-10-01
2023-03-31	$8,729,264	79,603	-1.1%	Shares	Sole	2025-10-01
2022-12-31	$8,882,238	80,528	+4.9%	Shares	Sole	2025-10-01
2022-09-30	$6,704,272	76,787	+0.6%	Shares	Sole	2025-10-01
2022-06-30	$6,534,673	76,304	+19.2%	Shares	Sole	2025-10-02
2022-03-31	$5,287,411	64,020	+11.1%	Shares	Sole	2025-10-02
2021-12-31	$3,525,216	57,611	-2.4%	Shares	Sole	2025-10-02
2021-09-30	$3,472,555	59,037	+11.7%	Shares	Sole	2025-10-02
2021-06-30	$3,333,777	52,850	+0.3%	Shares	Sole	2025-10-02
2021-03-31	$2,940,956	52,677	-2.7%	Shares	Sole	2025-10-02
2020-12-31	$2,231,238	54,130	-31.0%	Shares	Sole	2025-10-02
2020-09-30	$2,693,085	78,447	-21.4%	Shares	Sole	2025-10-02
2020-06-30	$4,465,604	99,857	-6.5%	Shares	Sole	2025-10-02
2020-03-31	$4,057,094	106,850	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.