Position in XOM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$232,738,045
-$34,405,876 QoQ
Shares Held
1,702,297
+8.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Derivatives in XOM
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$125,683,157
PutShares
1,165,892
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $394,262,748 across 13 Oil & Gas Integrated names. XOM ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
This page
|
1,702,297 | $232,738,045 | |
| 2 | CVX |
Chevron Corp
|
758,835 | $125,784,489 | |
| 3 | SHEL |
Shell plc
|
184,687 | $14,320,629 | |
| 4 | TTE |
TotalEnergies SE
|
76,916 | $5,980,988 | |
| 5 | BP |
Bp PLC
|
128,632 | $4,752,952 | |
| 6 | NFG |
National Fuel Gas Co
|
48,052 | $3,710,094 | |
| 7 | EQNR |
Equinor ASA
|
63,398 | $1,990,697 | |
| 8 | E |
Eni Spa
|
36,524 | $1,711,514 |
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,738,045 | 1,702,297 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $267,143,921 | 1,574,584 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $180,942,501 | 1,503,594 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $155,696,362 | 1,380,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $125,683,157 | 1,165,892 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $127,000,708 | 1,067,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $112,708,188 | 1,047,766 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $130,756,565 | 1,115,480 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $116,253,126 | 1,009,843 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $121,067,447 | 1,041,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $112,392,517 | 1,124,150 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $128,517,409 | 1,093,021 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $114,293,000 | 1,065,669 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $111,090,843 | 1,013,048 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $120,399,398 | 1,091,563 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $88,808,326 | 1,017,161 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $92,963,247 | 1,085,512 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $85,218,591 | 1,031,827 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $55,539,225 | 907,652 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $53,807,241 | 914,778 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $56,972,279 | 903,175 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $50,545,913 | 905,354 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $37,072,155 | 899,373 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $31,390,596 | 914,378 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $42,129,057 | 942,063 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $37,318,093 | 982,831 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||