XOM EXXON MOBIL CORP

Ownership history in Gilbert & Cook, Inc.  ·  36 quarters on record

AI Ownership Summary

Gilbert & Cook, Inc. reported EXXON MOBIL CORP (XOM) in 36 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.46% in 2023 Q3. The latest visible filing shows XOM at 0.33% 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 Gilbert & Cook, Inc.'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
2025 Q4

XOM was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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.

How Gilbert & Cook, Inc. held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,995 +106 +0.5% 0.33% $2.6M 2026-02-14 (Est.) $148.45
2025 Q3 REDUCED 21,889 -1,547 -6.6% 0.32% $2.5M 2025-11-12 $116.32
2025 Q2 ADDED 23,436 +2,106 +9.9% 0.34% $2.5M 2025-08-05 $104.63
2025 Q1 REDUCED 21,330 -1,817 -7.8% 0.37% $2.5M 2025-05-06 $101.23
2024 Q4 ADDED 23,147 +328 +1.4% 0.35% $2.5M 2025-01-23 $105.55
2024 Q3 REDUCED 22,819 -1,219 -5.1% 0.37% $2.7M 2024-11-07 $115.14
2024 Q2 REDUCED 24,038 -1,526 -6.0% 0.40% $2.8M 2024-08-01 $110.26
2024 Q1 ADDED 25,564 +91 +0.4% 0.40% $3.0M 2024-05-02 $108.71
2023 Q4 ADDED 25,473 +545 +2.2% 0.36% $2.5M 2024-02-05 $94.10
2023 Q3 ADDED 24,928 +4,330 +21.0% 0.46% $2.9M 2023-11-02 $100.19
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gilbert & Cook, Inc. and XOM

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

How long has Gilbert & Cook, Inc. reported owning XOM?

Gilbert & Cook, Inc. reported XOM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XOM position in Gilbert & Cook, Inc.'s portfolio?

The largest reported portfolio weight for XOM was 0.46% in 2023 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when Gilbert & Cook, Inc. reported 21,995 shares, equal to 0.33% of portfolio, with an estimated market value of $2.6M.

What does the chart on this XOM ownership page compare?

The chart compares Gilbert & Cook, Inc.'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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