Kirkwood Financial Services XOM β€” EXXON MOBIL CORP

Ownership history in Kirkwood Financial Services  Β·  1 quarter on record

AI Ownership Summary

Kirkwood Financial Services reported EXXON MOBIL CORP (XOM) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows XOM at 0.07% 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 Kirkwood Financial Services'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
2026 Q2

XOM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Kirkwood Financial Services held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 1,758 β€” β€” 0.07% $240K 2026-08-25 $160.64

FAQ About Kirkwood Financial Services and XOM

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

How long has Kirkwood Financial Services reported owning XOM?

Kirkwood Financial Services reported XOM across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported XOM position in Kirkwood Financial Services's portfolio?

The largest reported portfolio weight for XOM was 0.07% in 2026 Q2.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q2, when Kirkwood Financial Services reported 1,758 shares, equal to 0.07% of portfolio, with an estimated market value of $240K.

What does the chart on this XOM ownership page compare?

The chart compares Kirkwood Financial Services'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.

← Back to Kirkwood Financial Services Holdings