XOM — Exxon Mobil Corporation

Ownership history in Cheviot Value Management, LLC  ·  39 quarters on record

AI Ownership Summary

Cheviot Value Management, LLC reported Exxon Mobil Corporation (XOM) in 39 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.32% in 2023 Q3. The latest visible filing shows XOM at 1.71% 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 Cheviot Value Management, LLC's position in Exxon Mobil Corporation, 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 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2023 Q3

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.

XOM stock page Cheviot Value Management, LLC fund profile Cheviot Value Management, LLC full holdings
How Cheviot Value Management, LLC held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 126,893 +673 +0.5% 1.71% $17.5M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 126,220 +3,664 +3.0% 1.54% $14.5M 2025-10-31 $112.62
2025 Q2 ADDED 122,556 +2,532 +2.1% 1.50% $13.1M 2025-08-13 $104.98
2025 Q1 ADDED 120,024 +2,305 +2.0% 1.52% $12.4M 2025-05-09 $103.75
2024 Q4 REDUCED 117,719 -959 -0.8% 2.42% $12.7M 2025-02-14 $104.64
2024 Q3 REDUCED 118,678 -5,511 -4.4% 2.62% $13.9M 2024-11-14 $115.52
2024 Q2 REDUCED 124,189 -4,255 -3.3% 2.79% $14.3M 2024-08-14 $112.15
2023 Q4 REDUCED 128,444 -13,799 -9.7% 2.79% $13.0M 2024-02-14 $94.31
2023 Q3 ADDED 142,243 +1,948 +1.4% 3.32% $15.3M 2023-11-07 $95.69
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XOM

As of 2025 Q4 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 32.3% LUTS & GREENLEIGH GROUP, INC. 3Y 25.12% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 24.06% Diversified Investment Strategies, LLC 3Y 7Y 16.99% MILLER WEALTH ADVISORS, LLC 3Y 13.07% PROSPECTOR PARTNERS LLC 3Y 7Y 11.97% Solus Alternative Asset Management LP 3Y 7Y 11.89% Sunbelt Securities, Inc. 3Y 7Y 10.98% Livelsberger Financial Advisory 9.02% Holowesko Partners Ltd. 3Y 7Y 8.76%

FAQ About Cheviot Value Management, 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 Cheviot Value Management, LLC reported owning XOM?

Cheviot Value Management, LLC reported XOM across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XOM position in Cheviot Value Management, LLC's portfolio?

The largest reported portfolio weight for XOM was 3.32% in 2023 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when Cheviot Value Management, LLC reported 126,893 shares, equal to 1.71% of portfolio, with an estimated market value of $17.5M.

What does the chart on this XOM ownership page compare?

The chart compares Cheviot Value Management, 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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