Ownership history in BBR PARTNERS, LLC Β· 51 quarters on record
This page tracks every 13F SEC filing in which BBR PARTNERS, 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 BBR PARTNERS, LLC underperformed the S&P 500 by β3.3% annually on this XOM position. Timing score: 61% (27/44 decisions correct). Average cost basis: $66.12. Maximum drawdown during holding period: β55.8%.
β οΈ Trailed SPY by 3.3% ann. on this position.
49 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
27 of 44 add/trim decisions correct
Best entry: $33.47 (2020 Q4) Β· Worst: $111.03 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
18 adds Β· 28 trims. Bought during 6 of 21 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.48% 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