Exxon Mobil (XOM)Valeo Financial Advisors, LLC opened a new position $13.7M

100K

Shares reported

0.29%

Disclosed portfolio weight

$13.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 8, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Feb 7, 2025CongressDisclosed purchase of XOM — reported range $15,001 - $50,000
2. Mar 27, 2026CongressDisclosed sale of XOM — reported range $1,001 - $15,000
3. May 12, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 5.1%
4. May 12, 2026Federal contract · $261K obligatedDepartment of Defense awarded Exxon Mobil: $261K obligated to date
5. May 15, 2026Federal contract · $410K obligatedDepartment of Defense awarded Exxon Mobil: $410K obligated to date
6. May 20, 2026Insider10% owner sold ~$277M of XOM shares in the open market
7. Jun 16, 2026CongressDisclosed sale of XOM — reported range $1,001 - $15,000
8. Jul 1, 2026Company filing · Form 8-K · Material agreement, Acquisition or saleCompleted buying or selling a business or assets, and received a notice from its stock exchange (and 4 more items)“Effective as of the Effective Time, each of Michael J. Angelakis, Angela F. Braly, Maria S. Dreyfus, Greg C. Garland, John D. Harris II, Kaisa H. Hietala, Joseph L. Hooley, Steven A. Kandarian, Alexander A. Karsner, Lawrence W. Kellner, Dina Powell McCormick, and Darren W. Woods resigned as a director of ExxonMobil.”

What came next

1. Jul 20, 2026CongressDisclosed sale of XOM — reported range $15,001 - $50,000
2. Aug 7, 20265% stakeSTATE STREET CORPORATION reported a passive stake (13G) of 5.0%
3. Aug 31, 2026CongressDisclosed partial sale of XOM — reported range $100,001 - $250,000
4. Sep 9, 2026Government · Federal Register noticeHazardous Materials: Notice of Administrative Determination of Preemption for Common Law Tort Claims Concerning the Transportation of Gasoline
5. Sep 25, 2026Government · Federal Register noticeNotice of Lodging of Proposed Modification to Consent Decree Under the Comprehensive Environmental Response, Compensation, and Liability Act

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Exxon Mobil

For Exxon Mobil, OQRO holds 7 Congress trade reports and 9 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its XOM page.

How this filing works

• SEC Form 13F

Other disclosures at Exxon Mobil

• House Clerk periodic transaction reportSep 25, 2026
• House Clerk periodic transaction reportAug 14, 2026
• House Clerk periodic transaction reportAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 13, 2026

Everything OQRO holds on this company is on its XOM page.