Borer Denton & Associates, Inc. XOM EXXON MOBIL CORP

Ownership history in Borer Denton & Associates, Inc.  ·  4 quarters on record

AI Ownership Summary

Borer Denton & Associates, Inc. reported EXXON MOBIL CORP (XOM) in 4 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows XOM at 0.09% 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 Borer Denton & Associates, 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
2026 Q1

XOM was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

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

Time in book
Holding Window
2023 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.

How Borer Denton & Associates, Inc. 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,480 -453 -23.4% 0.09% $251K 2026-05-12 $149.61
2024 Q3 REDUCED 22.2% -9.0% 1,933 -550 -22.2% 0.08% $227K 2024-11-12 $113.61
2024 Q1 UNCHANGED 2,483 0% 0.10% $289K 2024-04-25 $112.70
2023 Q4 INITIATED 2,483 0.10% $248K 2024-02-14 $93.67

FAQ About Borer Denton & Associates, 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 Borer Denton & Associates, Inc. reported owning XOM?

Borer Denton & Associates, Inc. reported XOM across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XOM position in Borer Denton & Associates, Inc.'s portfolio?

The largest reported portfolio weight for XOM was 0.10% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when Borer Denton & Associates, Inc. reported 1,480 shares, equal to 0.09% of portfolio, with an estimated market value of $251K.

What does the chart on this XOM ownership page compare?

The chart compares Borer Denton & Associates, 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.

← Back to Borer Denton & Associates, Inc. Holdings