Position in XOM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,176,472
+$1,595,250 QoQ
Shares Held
36,405
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70.89410795220437.ToString("F0")%
Shared 0.ToString("F0")%
None 29.105892047795635.ToString("F0")%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026VALLEY WEALTH MANAGERS, INC. holds $54,131,806 across 4 Oil & Gas Integrated names. XOM ranks #3 (11.4% of the industry book) .
All Filings in XOM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,176,472 | 36,405 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,581,222 | 38,069 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,153,483 | 36,838 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,858,484 | 35,793 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $4,088,694 | 34,379 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $4,380,357 | 40,721 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,105,278 | 35,022 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,067,419 | 35,332 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $104,616 | 900 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $89,982 | 900 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $105,822 | 900 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $96,525 | 900 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $98,694 | 900 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $99,270 | 900 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $102,240 | 1,171 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $146,872 | 1,715 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $407,746 | 4,937 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $302,094 | 4,937 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $313,980 | 5,338 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $361,952 | 5,738 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $300,085 | 5,375 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $266,898 | 6,475 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $264,340 | 7,700 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,039,052 | 45,596 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $8,675,308 | 228,478 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||