XOM β€” Exxon Mobil Corp COM

Ownership history in Brown Advisory LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Brown Advisory LLC reported a position in Exxon Mobil Corp COM (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.

πŸ” Peak position
5.56% (2009 Q1)
πŸ“Š Avg. % of fund
4.21%
πŸ“… First filed
2007 Q3
πŸ“… Last filed
2010 Q1
⏱ Quarters held
11

Position Intelligence

Brown Advisory LLC Γ— XOM AI Analytics

πŸ“‰ Brown Advisory LLC underperformed the S&P 500 by –7.0% annually on this XOM position. Timing score: 56% (5/9 decisions correct). Average cost basis: $37.04. Maximum drawdown during holding period: –25.5%.

πŸ“ˆ Position Alpha vs SPY
-7.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.0% ann.
9 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 9 add/trim decisions correct

πŸ’° Entry Quality
$37.04
-0.9% vs current ($36.69)

Best entry: $36.69 (2010 Q1)  Β·  Worst: $37.12 (2009 Q3)

πŸ›‘οΈ Drawdown Resilience
–25.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
27%
buy-side decisions

3 adds Β· 8 trims. Bought during 2 of 6 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.63% of portfolio

⚠ 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.

% of Fund (quarterly)    XOM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2010 Q1 ADDED 171,740 +550 +0.3% 3.63% $11.5M $36.69
2009 Q4 REDUCED 171,190 -33,058 -16.2% 3.95% $11.7M $37.11
2009 Q3 ADDED 204,248 +2,400 +1.2% 4.18% $14.0M $37.12
2009 Q2 REDUCED 201,848 -87 -0.0% 4.81% $14.1M $37.59
2009 Q1 REDUCED 201,935 -800 -0.4% 5.56% $13.8M $36.40
2008 Q4 REDUCED 202,735 -8,180 -3.9% 5.11% $16.2M $42.46
2008 Q3 REDUCED 210,915 -60 -0.0% 3.89% $16.4M $41.07
2008 Q2 REDUCED 210,975 -9,529 -4.3% 3.65% $17.0M $46.37
2008 Q1 REDUCED 220,504 -2,525 -1.1% 3.79% $18.6M $44.30
2007 Q4 REDUCED 223,029 -3,927 -1.7% 3.95% $20.9M $48.87
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XOM

As of 2025 Q4 β€” sorted by position size

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