Invesco Ltd. XOM — EXXON MOBIL CORPORATION COMMON

Ownership history in Invesco Ltd.  ·  97 quarters on record

AI Ownership Summary

Invesco Ltd. reported EXXON MOBIL CORPORATION COMMON (XOM) in 97 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q1. The latest visible filing shows XOM at 0.49% 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 Invesco Ltd.'s position in EXXON MOBIL CORPORATION COMMON, 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 Q1

XOM was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% 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
2023 Q4 to 2026 Q1

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.

XOM stock page Invesco Ltd. fund profile Invesco Ltd. full holdings
How Invesco Ltd. 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 Q1 ADDED — — — 18,893,575 +1,526,217 +8.8% 0.49% $3.21B 2026-05-12 $150.63
2025 Q4 ADDED — — — 17,367,358 +577,181 +3.4% 0.32% $2.09B 2026-02-19 $150.97
2025 Q3 ADDED — — — 16,790,177 +12,710 +0.1% 0.30% $1.89B 2025-11-14 (Est.) $118.50
2025 Q2 REDUCED 8.3% +6.9% ❌ 16,777,467 -1,526,173 -8.3% 0.31% $1.81B 2025-08-13 $104.98
2025 Q1 REDUCED 10.5% -8.5% ✅ 18,303,640 -2,153,324 -10.5% 0.41% $2.18B 2025-05-12 $105.53
2024 Q4 REDUCED — — — 20,456,964 -508,642 -2.4% 0.41% $2.20B 2025-02-13 $104.54
2024 Q3 ADDED — — — 20,965,606 +211,679 +1.0% 0.47% $2.46B 2024-11-12 $114.38
2024 Q2 REDUCED — — — 20,753,927 -770,528 -3.6% 0.51% $2.39B 2024-08-13 $111.12
2024 Q1 ADDED — — — 21,524,455 +1,446,963 +7.2% 0.54% $2.50B 2024-05-14 $110.94
2023 Q4 REDUCED 5.3% +18.1% ❌ 20,077,492 -1,126,455 -5.3% 0.48% $2.01B 2024-02-13 $94.77
87 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XOM

As of 2026 Q1 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 40.61% LUTS & GREENLEIGH GROUP, INC. 3Y 31.39% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 26.25% BancFirst Trust & Investment Management 3Y 24.94% Diversified Investment Strategies, LLC 3Y 7Y 21.69% MILLER WEALTH ADVISORS, LLC 3Y 19.04% ACT CAPITAL MANAGEMENT, LLC 3Y 9.33% Western Reserve Capital Management, LLC 9.06% Spurstone Advisory Services, LLC 9.0% CALIFORNIA FIRST LEASING CORP 3Y 8.74%

FAQ About Invesco Ltd. and XOM

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

How long has Invesco Ltd. reported owning XOM?

Invesco Ltd. reported XOM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XOM position in Invesco Ltd.'s portfolio?

The largest reported portfolio weight for XOM was 0.54% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when Invesco Ltd. reported 18,893,575 shares, equal to 0.49% of portfolio, with an estimated market value of $3.21B.

What does the chart on this XOM ownership page compare?

The chart compares Invesco Ltd.'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 Invesco Ltd. time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, Invesco Ltd. correctly timed 58 out of 96 reported position changes (60%). The annualised alpha on XOM relative to SPY over the holding period was -2.4%.

← Back to Invesco Ltd. Holdings