Koesten, Hirschmann & Crabtree, INC. XOM EXXON MOBIL CORP

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  12 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported EXXON MOBIL CORP (XOM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows XOM at 0.01% 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 Koesten, Hirschmann & Crabtree, 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 Q3

XOM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 2025 Q3

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 Koesten, Hirschmann & Crabtree, INC. 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 200 0% 0.01% $23K 2025-11-05 $111.95
2025 Q2 UNCHANGED 200 0% 0.01% $22K 2025-08-15 $104.87
2025 Q1 UNCHANGED 200 0% 0.01% $24K 2025-04-23 $103.80
2024 Q4 UNCHANGED 200 0% 0.01% $22K 2025-02-14 $104.64
2024 Q3 REDUCED 29.6% -9.0% 200 -84 -29.6% 0.01% $23K 2024-11-04 $112.73
2024 Q2 UNCHANGED 284 0% 0.02% $33K 2024-09-09 $109.31
2024 Q1 UNCHANGED 284 0% 0.02% $33K 2024-05-22 $108.88
2023 Q4 UNCHANGED 284 0% 0.02% $28K 2024-02-14 $94.31
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Koesten, Hirschmann & Crabtree, 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 Koesten, Hirschmann & Crabtree, INC. reported owning XOM?

Koesten, Hirschmann & Crabtree, INC. reported XOM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported XOM position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for XOM was 0.02% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 200 shares, equal to 0.01% of portfolio, with an estimated market value of $23K.

What does the chart on this XOM ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, 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.

How well did Koesten, Hirschmann & Crabtree, INC. time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, Koesten, Hirschmann & Crabtree, INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on XOM relative to SPY over the holding period was -19.1%.

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