LEE DANNER & BASS INC XOM Exxon - Mobil COM

Ownership history in LEE DANNER & BASS INC  ·  103 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Exxon - Mobil COM (XOM) in 103 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2025 Q1. The latest visible filing shows XOM at 1.30% 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 LEE DANNER & BASS INC's position in Exxon - Mobil COM, 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 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2025 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 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 LEE DANNER & BASS 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 Q4 REDUCED 150,831 -1,488 -1.0% 1.30% $18.2M 2026-02-14 (Est.) $148.45
2025 Q3 REDUCED 152,319 -2,888 -1.9% 1.25% $17.2M 2025-10-29 $114.68
2025 Q2 ADDED 155,207 +3,115 +2.0% 1.30% $16.7M 2025-07-31 $108.93
2025 Q1 REDUCED 152,092 -1,297 -0.8% 1.46% $18.1M 2025-04-29 $104.76
2024 Q4 ADDED 153,389 +9,857 +6.9% 1.31% $16.5M 2025-02-11 $107.00
2024 Q3 ADDED 143,532 +3,359 +2.4% 1.18% $16.8M 2024-10-30 $110.90
2024 Q2 ADDED 140,173 +20,465 +17.1% 1.24% $16.1M 2024-07-30 $111.41
2023 Q4 REDUCED 119,708 -2,690 -2.2% 1.03% $12.0M 2024-02-01 $94.87
95 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS 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 LEE DANNER & BASS INC reported owning XOM?

LEE DANNER & BASS INC reported XOM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for XOM was 1.46% in 2025 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 150,831 shares, equal to 1.30% of portfolio, with an estimated market value of $18.2M.

What does the chart on this XOM ownership page compare?

The chart compares LEE DANNER & BASS 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 LEE DANNER & BASS INC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, LEE DANNER & BASS INC correctly timed 42 out of 101 reported position changes (42%). The annualised alpha on XOM relative to SPY over the holding period was +1.4%.

← Back to LEE DANNER & BASS INC Holdings