E&G Advisors, LLC XOM EXXON MOBIL CORP

Ownership history in E&G Advisors, LLC  ·  51 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported EXXON MOBIL CORP (XOM) in 51 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.62% in 2024 Q1. The latest visible filing shows XOM at 0.41% 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 E&G Advisors, LLC'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 Q2

XOM was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% 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
2024 Q1 to 2026 Q2

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 E&G Advisors, LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 15,626 +265 +1.7% 0.41% $2.1M 2026-07-23 $156.89
2026 Q1 REDUCED 15,361 -491 -3.1% 0.58% $2.6M 2026-04-21 $147.36
2025 Q4 REDUCED 15,852 -496 -3.0% 0.43% $1.9M 2026-01-23 $133.17
2025 Q3 ADDED 16,348 +100 +0.6% 0.43% $1.8M 2025-10-21 $110.24
2025 Q2 REDUCED 16,248 -246 -1.5% 0.45% $1.8M 2025-07-14 $110.40
2025 Q1 REDUCED 16,494 -101 -0.6% 0.55% $2.0M 2025-04-23 $103.10
2024 Q4 ADDED 16,595 +264 +1.6% 0.48% $1.8M 2025-01-24 $103.42
2024 Q3 REDUCED 16,331 -264 -1.6% 0.53% $1.9M 2024-10-18 $113.29
2024 Q2 REDUCED 16,595 -272 -1.6% 0.56% $1.9M 2024-07-18 $111.25
2024 Q1 ADDED 16,867 +658 +4.1% 0.62% $2.0M 2024-04-19 $111.36
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About E&G Advisors, 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 E&G Advisors, LLC reported owning XOM?

E&G Advisors, LLC reported XOM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XOM position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for XOM was 0.62% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q2, when E&G Advisors, LLC reported 15,626 shares, equal to 0.41% of portfolio, with an estimated market value of $2.1M.

What does the chart on this XOM ownership page compare?

The chart compares E&G Advisors, 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.

How well did E&G Advisors, LLC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, E&G Advisors, LLC correctly timed 25 out of 50 reported position changes (50%). The annualised alpha on XOM relative to SPY over the holding period was -4.6%.

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