Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,273,576
-$12,629,827 QoQ
Shares Held
236,056
-10.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#397
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, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. XOM ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
|
6,479 | $347,792 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,273,576 | 236,056 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $44,903,403 | 264,667 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,341,754 | 235,514 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,629,991 | 227,317 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,058,588 | 223,178 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,692,283 | 199,212 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,491,869 | 190,498 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $24,199,834 | 206,448 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,437,578 | 194,906 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,644,703 | 108,781 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,835,832 | 108,380 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,001,797 | 127,588 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,422,446 | 106,503 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,740,330 | 88,823 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,170,562 | 83,142 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,553,498 | 97,967 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,794,132 | 114,364 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,387,261 | 113,661 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,915,632 | 113,019 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,740,183 | 114,590 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,028,443 | 127,274 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,139,317 | 127,876 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,265,195 | 127,734 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,225,231 | 152,206 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,845,274 | 175,431 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,988,134 | 157,707 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||