Attessa Capital LLC XOM — EXXON MOBIL CORP

Ownership history in Attessa Capital LLC  ·  6 quarters on record

AI Ownership Summary

Attessa Capital LLC reported EXXON MOBIL CORP (XOM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.33% in 2026 Q1. The latest visible filing shows XOM at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Attessa Capital LLC's position in EXXON MOBIL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XOM was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XOM stock page Attessa Capital LLC fund profile Attessa Capital LLC full holdings
How Attessa Capital LLC held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,598 -32 -0.9% 0.33% $610K 2026-04-07 $163.91
2025 Q4 ADDED — — — 3,630 +454 +14.3% 0.24% $437K 2026-01-06 $120.25
2025 Q3 UNCHANGED — — — 3,176 — 0% 0.21% $358K 2025-10-29 $114.68
2025 Q2 REDUCED — — — 3,176 -119 -3.6% 0.22% $342K 2025-07-15 $110.16
2025 Q1 REDUCED 16.8% -8.5% ✅ 3,295 -666 -16.8% 0.26% $392K 2025-04-15 $99.68
2024 Q4 INITIATED — — — 3,961 — — 0.29% $426K 2025-01-30 $104.99

🏢 Other funds also holding XOM

As of 2026 Q1 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 40.61% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 26.25% BancFirst Trust & Investment Management 3Y 24.94% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 8.06% Slocum, Gordon & Co LLP 8.05% ENZI WEALTH 3Y 8.01% HATCH COVE CAPITAL, LLC 7.63% Steadtrust LLC 7.26% Artesa Financial Group, LLC 7.24% Clear Trail Advisors, LLC 6.68%

FAQ About Attessa Capital LLC and XOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Attessa Capital LLC reported owning XOM?

Attessa Capital LLC reported XOM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XOM position in Attessa Capital LLC's portfolio?

The largest reported portfolio weight for XOM was 0.33% in 2026 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when Attessa Capital LLC reported 3,598 shares, equal to 0.33% of portfolio, with an estimated market value of $610K.

What does the chart on this XOM ownership page compare?

The chart compares Attessa Capital LLC's quarterly XOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Attessa Capital LLC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, Attessa Capital LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on XOM relative to SPY over the holding period was +28.0%.

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