XOM β€” EXXON MOBIL CORP

Ownership history in Bey-Douglas LLC  Β·  3 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported EXXON MOBIL CORP (XOM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows XOM at 0.42% 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 Bey-Douglas 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 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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
2025 Q2 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 Bey-Douglas LLC held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,391 +26 +0.6% 0.42% $528K 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 4,365 +26 +0.6% 0.37% $492K 2025-10-30 $112.94
2025 Q2 INITIATED 4,339 β€” β€” 0.28% $468K 2025-07-24 $108.10

FAQ About Bey-Douglas 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 Bey-Douglas LLC reported owning XOM?

Bey-Douglas LLC reported XOM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported XOM position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for XOM was 0.42% in 2025 Q4.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 4,391 shares, equal to 0.42% of portfolio, with an estimated market value of $528K.

What does the chart on this XOM ownership page compare?

The chart compares Bey-Douglas 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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