ADVISORTRUST PARTNERS, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 2115523 RALEIGH, NC

Position in XOM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$577,095

+$211,478 QoQ

Shares Held

4,221

+95.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,902

of 3,870 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $2,213,463 across 5 Oil & Gas Integrated names. XOM ranks #1 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	4,221	$577,095
2	TTE	TotalEnergies SE	6,782	$527,368
3	CVX	Chevron Corp	2,645	$438,435
4	NFG	National Fuel Gas Co	4,699	$362,809
5	SHEL	Shell plc	3,969	$307,756

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$577,095	4,221	+95.9%	Shares	Sole	2026-08-10
2026-03-31	$365,617	2,155	+23.9%	Shares	Sole	2026-05-06
2025-12-31	$209,271	1,739	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.