XOM — EXXON MOBIL CORPORATION COM

Ownership history in DOHENY ASSET MANAGEMENT /CA  ·  100 quarters on record

AI Ownership Summary

DOHENY ASSET MANAGEMENT /CA reported EXXON MOBIL CORPORATION COM (XOM) in 100 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.22% in 2025 Q1. The latest visible filing shows XOM at 4.12% 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 DOHENY ASSET MANAGEMENT /CA's position in EXXON MOBIL CORPORATION COM, 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 4.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.22% in 2025 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 DOHENY ASSET MANAGEMENT /CA fund profile DOHENY ASSET MANAGEMENT /CA full holdings
How DOHENY ASSET MANAGEMENT /CA 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 56,113 +225 +0.4% 4.12% $6.8M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 55,888 +175 +0.3% 4.00% $6.3M 2025-11-12 $116.32
2025 Q2 REDUCED 55,713 -351 -0.6% 4.21% $6.0M 2025-08-14 $104.77
2025 Q1 REDUCED 56,064 -1,503 -2.6% 5.22% $6.7M 2025-05-14 $104.88
2024 Q4 REDUCED 57,567 -600 -1.0% 4.62% $6.2M 2025-02-10 $106.33
2024 Q3 ADDED 58,167 +51,374 +756.3% 4.66% $6.8M 2024-11-14 $115.52
2024 Q2 REDUCED 6,793 -13,248 -66.1% 0.29% $304K 2024-08-07 $109.06
2024 Q1 REDUCED 20,041 -723 -3.5% 1.92% $2.3M 2024-05-08 $108.63
2023 Q4 REDUCED 20,764 -2,290 -9.9% 2.03% $2.1M 2024-02-06 $94.75
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XOM

As of 2026 Q1 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 40.61% BancFirst Trust & Investment Management 3Y 24.94% Boit C F David 3Y 6.33% Community Financial Services Group, LLC 3Y 7Y 4.97% VISTA INVESTMENT PARTNERS LLC 4.14% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 3.99% LYNCH & ASSOCIATES/IN 3Y 7Y 3.85% Meriwether Wealth & Planning, LLC 3.61% McAlister, Sweet & Associates, Inc. 3Y 3.51% Martin Capital Partners, LLC 3Y 7Y 3.44%

FAQ About DOHENY ASSET MANAGEMENT /CA and XOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DOHENY ASSET MANAGEMENT /CA reported owning XOM?

DOHENY ASSET MANAGEMENT /CA reported XOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in DOHENY ASSET MANAGEMENT /CA's portfolio?

The largest reported portfolio weight for XOM was 5.22% in 2025 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when DOHENY ASSET MANAGEMENT /CA reported 56,113 shares, equal to 4.12% of portfolio, with an estimated market value of $6.8M.

What does the chart on this XOM ownership page compare?

The chart compares DOHENY ASSET MANAGEMENT /CA'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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