Ownership history in HighPoint Advisor Group LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC 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 β sourced directly from SEC EDGAR 13F filings.
π HighPoint Advisor Group LLC underperformed the S&P 500 by β3.2% annually on this XOM position. Timing score: 38% (13/34 decisions correct). Average cost basis: $59.10. Maximum drawdown during holding period: β55.5%.
β οΈ Trailed SPY by 3.2% ann. on this position.
36 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 34 add/trim decisions correct
Best entry: $33.47 (2020 Q4) Β· Worst: $119.54 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 14 trims. Bought during 8 of 15 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size