XOM β€” EXXON MOBIL CORP COM

Ownership history in Elyxium Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

Elyxium Wealth, LLC reported EXXON MOBIL CORP COM (XOM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.82% in 2025 Q1. The latest visible filing shows XOM at 1.19% 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.

What this XOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elyxium Wealth, LLC's position in EXXON MOBIL CORP 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 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% 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
2024 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.

How Elyxium Wealth, LLC held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35,760 -657 -1.8% 1.19% $4.3M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 36,417 +270 +0.7% 1.43% $4.1M 2025-11-05 $111.95
2025 Q2 ADDED 36,147 +1,518 +4.4% 1.46% $3.9M 2025-08-05 $104.63
2025 Q1 ADDED 34,629 +10,653 +44.4% 1.82% $4.1M 2025-05-05 $99.84
2024 Q4 ADDED 23,976 +228 +1.0% 1.57% $2.6M 2025-02-14 $104.64
2024 Q3 INITIATED 23,748 β€” β€” 1.53% $2.8M 2024-11-12 $114.38

FAQ About Elyxium Wealth, 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 Elyxium Wealth, LLC reported owning XOM?

Elyxium Wealth, LLC reported XOM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported XOM position in Elyxium Wealth, LLC's portfolio?

The largest reported portfolio weight for XOM was 1.82% in 2025 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when Elyxium Wealth, LLC reported 35,760 shares, equal to 1.19% of portfolio, with an estimated market value of $4.3M.

What does the chart on this XOM ownership page compare?

The chart compares Elyxium Wealth, 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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