XOM EXXON MOBIL CORP

Ownership history in Baugh & Associates, LLC  ·  33 quarters on record

AI Ownership Summary

Baugh & Associates, LLC reported EXXON MOBIL CORP (XOM) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.55% in 2025 Q4. The latest visible filing shows XOM at 2.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baugh & Associates, 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
2025 Q4

XOM was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.55% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Baugh & Associates, LLC held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46,762 -1,135 -2.4% 2.55% $5.2M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 47,897 +11,037 +29.9% 2.46% $4.9M 2025-10-27 $114.17
2025 Q2 REDUCED 36,860 -1,343 -3.5% 1.90% $3.6M 2025-07-11 $112.62
2025 Q1 REDUCED 38,203 -135 -0.4% 2.20% $4.3M 2025-04-23 $103.80
2024 Q4 REDUCED 38,338 -40 -0.1% 2.06% $4.0M 2025-01-16 $106.67
2024 Q3 ADDED 38,378 +439 +1.2% 2.23% $4.3M 2024-10-31 $110.99
2024 Q2 REDUCED 37,939 -1,706 -4.3% 2.37% $4.6M 2024-07-12 $106.79
2024 Q1 REDUCED 39,645 -23 -0.1% 2.45% $4.6M 2024-04-16 $111.00
2023 Q4 ADDED 39,668 +6,932 +21.2% 2.28% $4.0M 2024-01-10 $91.45
2023 Q3 REDUCED 32,736 -27 -0.1% 2.41% $3.8M 2023-10-13 $100.88
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baugh & Associates, 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 Baugh & Associates, LLC reported owning XOM?

Baugh & Associates, LLC reported XOM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XOM position in Baugh & Associates, LLC's portfolio?

The largest reported portfolio weight for XOM was 2.55% in 2025 Q4.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when Baugh & Associates, LLC reported 46,762 shares, equal to 2.55% of portfolio, with an estimated market value of $5.2M.

What does the chart on this XOM ownership page compare?

The chart compares Baugh & Associates, 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.

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