XOM EXXON MOBIL CORP COM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  105 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported EXXON MOBIL CORP COM (XOM) in 105 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.57% in 2024 Q1. The latest visible filing shows XOM at 1.20% 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 LOWE BROCKENBROUGH & CO INC's position in EXXON MOBIL CORP 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 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.57% 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 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 LOWE BROCKENBROUGH & CO 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 202,144 +572 +0.3% 1.20% $24.3M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 201,572 +4,040 +2.0% 1.17% $22.7M 2025-11-05 $111.95
2025 Q2 ADDED 197,532 +2,512 +1.3% 1.20% $21.3M 2025-08-11 $103.26
2025 Q1 ADDED 195,020 +1,747 +0.9% 1.53% $23.2M 2025-05-13 $105.82
2024 Q4 REDUCED 193,273 -6,408 -3.2% 1.33% $20.8M 2025-02-11 $107.00
2024 Q3 ADDED 199,681 +2,090 +1.1% 1.49% $23.4M 2024-10-28 $113.00
2024 Q2 REDUCED 197,591 -2,340 -1.2% 1.51% $22.7M 2024-08-12 $112.19
2024 Q1 ADDED 199,931 +1,798 +0.9% 1.57% $23.2M 2024-05-15 $111.80
2023 Q4 ADDED 198,133 +15,832 +8.7% 1.53% $19.8M 2024-02-14 $94.31
96 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO 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 LOWE BROCKENBROUGH & CO INC reported owning XOM?

LOWE BROCKENBROUGH & CO INC reported XOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for XOM was 1.57% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 202,144 shares, equal to 1.20% of portfolio, with an estimated market value of $24.3M.

What does the chart on this XOM ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO 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.

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