PINNACLE ASSOCIATES LTD

Position in XOM — ExxonMobil Holdings Corp

CIK 743127 NEW YORK, NY

Position in XOM

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

Position Value

$34,227,852

-$6,927,592 QoQ

Shares Held

250,350

+3.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#389

of 3,884 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Energy · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $73,686,073 across 5 Oil & Gas Integrated names. XOM ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	250,350	$34,227,852
2	CVX	Chevron Corp	176,432	$29,245,368
3	SHEL	Shell plc	87,777	$6,806,228
4	SU	Suncor Energy Inc	32,057	$1,720,819
5	BP	Bp PLC	45,624	$1,685,806

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,227,852	250,350	+3.2%	Shares	Sole	2026-08-03
2026-03-31	$41,155,444	242,576	-0.3%	Shares	Sole	2026-04-22
2025-12-31	$29,280,527	243,315	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$27,397,460	242,993	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$26,497,132	245,799	-2.3%	Shares	Sole	2025-08-04
2025-03-31	$29,929,923	251,660	+3.4%	Shares	Sole	2025-05-06
2024-12-31	$26,173,179	243,313	+14.7%	Shares	Sole	2025-02-14
2024-09-30	$24,872,208	212,184	-7.3%	Shares	Sole	2024-10-25
2024-06-30	$26,346,363	228,860	+9.6%	Shares	Sole	2024-07-30
2024-03-31	$24,273,934	208,826	-1.6%	Shares	Sole	2024-04-26
2023-12-31	$21,214,156	212,184	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$25,076,639	213,273	-0.4%	Shares	Sole	2023-10-24
2023-06-30	$22,962,117	214,099	+21.7%	Shares	Sole	2023-07-27
2023-03-31	$19,286,013	175,871	+0.6%	Shares	Sole	2023-05-05
2022-12-31	$19,283,969	174,832	+11.5%	Shares	Sole	2023-02-01
2022-09-30	$13,689,160	156,788	-3.7%	Shares	Sole	2022-11-01
2022-06-30	$13,937,139	162,741	-1.6%	Shares	Sole	2022-08-02
2022-03-31	$13,656,256	165,350	+3.3%	Shares	Sole	2022-05-05
2021-12-31	$9,798,293	160,129	+10.3%	Shares	Sole	2022-02-02
2021-09-30	$8,539,311	145,177	-1.1%	Shares	Sole	2021-10-19
2021-06-30	$9,257,242	146,754	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$8,169,659	146,331	+16.8%	Shares	Sole	2021-05-12
2020-12-31	$5,166,391	125,337	-23.7%	Shares	Sole	2021-01-26
2020-09-30	$5,639,629	164,277	-2.3%	Shares	Sole	2020-10-23
2020-06-30	$7,521,412	168,189	-1.1%	Shares	Sole	2020-08-14
2020-03-31	$6,455,925	170,027	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.