XOM β€” EXXON MOBIL CORP

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  Β·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported EXXON MOBIL CORP (XOM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.65% in 2024 Q1. The latest visible filing shows XOM at 2.66% 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 BROOKS, MOORE & 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
2025 Q4

XOM was reported at 2.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.65% 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 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.

XOM stock page BROOKS, MOORE & ASSOCIATES, INC. fund profile BROOKS, MOORE & ASSOCIATES, INC. full holdings
How BROOKS, MOORE & ASSOCIATES, INC. held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 44,916 +350 +0.8% 2.66% $5.4M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 44,566 +2,277 +5.4% 2.55% $5.0M 2025-11-17 $116.90
2025 Q2 REDUCED 42,289 -5,107 -10.8% 2.55% $4.7M 2025-08-15 $104.87
2025 Q1 REDUCED 47,396 -327 -0.7% 3.18% $5.6M 2025-05-14 $104.88
2024 Q4 REDUCED 47,723 -1,100 -2.3% 3.04% $5.1M 2025-02-14 $104.64
2024 Q3 ADDED 48,823 +70 +0.1% 3.38% $5.7M 2024-11-14 $115.52
2024 Q2 REDUCED 48,753 -150 -0.3% 3.61% $5.6M 2024-08-15 $112.84
2024 Q1 REDUCED 48,903 -3,599 -6.9% 3.65% $5.7M 2024-05-14 $110.94
2023 Q4 ADDED 52,502 +2,546 +5.1% 3.61% $5.2M 2024-02-15 $97.01
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XOM

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 0.72% Financial Insights, Inc. 3Y 7Y 0.29% Signature Wealth Management Group 3Y 7Y 0.18% Hamrick Investment Counsel, llc 0.05%

FAQ About BROOKS, MOORE & 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 BROOKS, MOORE & ASSOCIATES, INC. reported owning XOM?

BROOKS, MOORE & ASSOCIATES, INC. reported XOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for XOM was 3.65% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 44,916 shares, equal to 2.66% of portfolio, with an estimated market value of $5.4M.

What does the chart on this XOM ownership page compare?

The chart compares BROOKS, MOORE & 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.

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