Ownership history in Abel Hall, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in EXXON MOBIL CORP (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Abel Hall, LLC underperformed the S&P 500 by β10.7% annually on this XOM position. Timing score: 57% (4/7 decisions correct). Average cost basis: $114.17. Maximum drawdown during holding period: β8.5%.
β Significantly underperformed the S&P 500 by 10.7% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $105.18 (2025 Q2) Β· Worst: $119.54 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.85% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size