Position in XOM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,427,707
-$845,349 QoQ
Shares Held
25,071
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,386
of 3,872 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $8,782,921 across 10 Oil & Gas Integrated names. XOM ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
25,071 | $3,427,707 | |
| 2 | CVX |
Chevron Corp
|
12,434 | $2,061,059 | |
| 3 | SHEL |
Shell plc
|
12,101 | $938,311 | |
| 4 | TTE |
TotalEnergies SE
|
8,519 | $662,437 | |
| 5 | SU |
Suncor Energy Inc
|
6,627 | $355,737 | |
| 6 | IMO |
Imperial Oil Ltd
|
2,804 | $314,104 | |
| 7 | BP |
Bp PLC
|
8,278 | $305,872 | |
| 8 | E |
Eni Spa
|
6,408 | $300,278 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,427,707 | 25,071 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,273,056 | 25,186 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,064,217 | 25,463 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,841,525 | 25,202 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,603,693 | 24,153 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,959,335 | 24,883 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,436,030 | 22,646 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,645,889 | 22,572 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,620,706 | 22,765 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,513,341 | 21,622 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,083,683 | 20,841 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,091,983 | 17,792 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,878,269 | 17,513 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,861,149 | 16,972 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,713,179 | 15,532 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,327,461 | 15,204 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,153,570 | 13,470 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $992,731 | 12,020 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $674,497 | 11,023 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $669,548 | 11,383 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $644,109 | 10,211 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $742,259 | 13,295 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $485,118 | 11,769 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $461,635 | 13,447 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $664,315 | 14,855 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $539,136 | 14,199 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||