XOM EXXON MOBIL CORP

Ownership history in BENJAMIN EDWARDS INC  ·  28 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported EXXON MOBIL CORP (XOM) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.95% in 2025 Q1. The latest visible filing shows XOM at 0.82% 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 BENJAMIN EDWARDS INC'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 0.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q1

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 BENJAMIN EDWARDS INC 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 ADDED 613,972 +896 +0.1% 0.82% $73.9M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 613,076 +21,786 +3.7% 0.78% $69.1M 2025-10-23 $114.21
2025 Q2 ADDED 591,290 +21,016 +3.7% 0.81% $63.7M 2025-08-14 $104.77
2025 Q1 ADDED 570,274 +69,102 +13.8% 0.95% $67.8M 2025-05-12 $105.53
2024 Q4 ADDED 501,172 +8,437 +1.7% 0.77% $53.9M 2025-02-14 $104.64
2024 Q3 ADDED 492,735 +461,828 +1494.3% 0.84% $57.8M 2024-11-14 $115.52
2024 Q2 ADDED 30,907 +2,958 +10.6% 0.68% $3.6M 2024-08-12 $112.19
2024 Q1 REDUCED 27,949 -5,242 -15.8% 0.65% $3.2M 2024-04-29 $111.89
2023 Q4 REDUCED 33,191 -483 -1.4% 0.72% $3.3M 2024-02-06 $94.75
2023 Q3 REDUCED 33,674 -650 -1.9% 0.94% $4.0M 2023-11-13 $96.26
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BENJAMIN EDWARDS INC and XOM

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

How long has BENJAMIN EDWARDS INC reported owning XOM?

BENJAMIN EDWARDS INC reported XOM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XOM position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for XOM was 0.95% in 2025 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when BENJAMIN EDWARDS INC reported 613,972 shares, equal to 0.82% of portfolio, with an estimated market value of $73.9M.

What does the chart on this XOM ownership page compare?

The chart compares BENJAMIN EDWARDS INC'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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