STEPH & CO

Position in XOM — ExxonMobil Holdings Corp

CIK 941519 MARINETTE, WI

Position in XOM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$735,416

-$226,556 QoQ

Shares Held

5,379

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#2,686

of 3,871 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

STEPH & CO holds $1,964,171 across 4 Oil & Gas Integrated names. XOM ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	5,379	$735,416
2	CVX	Chevron Corp	4,021	$666,520
3	SU	Suncor Energy Inc	8,552	$459,071
4	BP	Bp PLC	2,792	$103,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$735,416	5,379	-5.1%	Shares	Sole	2026-07-16
2026-03-31	$961,972	5,670	+0.1%	Shares	Sole	2026-04-17
2025-12-31	$681,726	5,665	+1.3%	Shares	Sole	2026-01-23
2025-09-30	$630,385	5,591	+5.4%	Shares	Sole	2025-10-06
2025-06-30	$571,879	5,305	0.0%	Shares	Sole	2025-07-16
2025-03-31	$630,923	5,305	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$567,431	5,275	-1.8%	Shares	Sole	2025-01-14
2024-09-30	$629,471	5,370	+1.0%	Shares	Sole	2024-10-15
2024-06-30	$612,323	5,319	-11.5%	Shares	Sole	2024-07-30
2024-03-31	$698,369	6,008	+2.3%	Shares	Sole	2024-04-12
2023-12-31	$587,082	5,872	0.0%	Shares	Sole	2024-01-31
2023-09-30	$690,429	5,872	0.0%	Shares	Sole	2023-10-26
2023-06-30	$629,772	5,872	0.0%	Shares	Sole	2023-07-14
2023-03-31	$643,923	5,872	-10.2%	Shares	Sole	2023-04-18
2022-12-31	$720,920	6,536	0.0%	Shares	Sole	2023-01-26
2022-09-30	$570,658	6,536	0.0%	Shares	Sole	2022-10-11
2022-06-30	$559,743	6,536	-4.4%	Shares	Sole	2022-07-13
2022-03-31	$564,585	6,836	0.0%	Shares	Sole	2022-04-15
2021-12-31	$418,294	6,836	+4.6%	Shares	Sole	2022-01-24
2021-09-30	$384,447	6,536	0.0%	Shares	Sole	2021-10-22
2021-06-30	$412,290	6,536	-8.3%	Shares	Sole	2021-07-27
2021-03-31	$397,844	7,126	0.0%	Shares	Sole	2021-04-16
2020-12-31	$293,733	7,126	0.0%	Shares	Sole	2021-01-29
2020-09-30	$244,635	7,126	-8.8%	Shares	Sole	2020-10-27
2020-06-30	$349,486	7,815	-9.3%	Shares	Sole	2020-07-15
2020-03-31	$327,111	8,615	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.