Ownership history in ENZI WEALTH · 14 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in EXXON MOBIL CORP (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 136,779 | -969 | -0.7% | 6.28% | $17.8M | $119.54 |
| 2025 Q3 | REDUCED | 137,748 | -139 | -0.1% | 5.36% | $15.2M | $111.03 |
| 2025 Q2 | ADDED | 137,887 | +60 | +0.0% | 5.83% | $15.9M | $105.18 |
| 2025 Q1 | REDUCED | 137,827 | -198 | -0.1% | 6.06% | $15.0M | $114.98 |
| 2024 Q4 | REDUCED | 138,025 | -957 | -0.7% | 5.76% | $15.1M | $103.07 |
| 2024 Q3 | REDUCED | 138,982 | -3,584 | -2.5% | 6.74% | $17.2M | $111.41 |
| 2024 Q2 | ADDED | 142,566 | +115 | +0.1% | 7.11% | $16.2M | $108.54 |
| 2024 Q1 | REDUCED | 142,451 | -9 | -0.0% | 8.00% | $17.0M | $108.71 |
| 2023 Q4 | UNCHANGED | 142,460 | — | 0% | 6.94% | $14.4M | $92.64 |
| 2023 Q3 | REDUCED | 142,460 | -26 | -0.0% | 8.30% | $15.7M | $107.96 |
As of 2025 Q4 — sorted by position size