XOM — EXXON MOBIL CORP

Ownership history in LUTS & GREENLEIGH GROUP, INC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which LUTS & GREENLEIGH GROUP, INC. reported a position in EXXON MOBIL CORP (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
37.5% (2022 Q4)
Avg. % of fund
30.19%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 245,682 +5,883 +2.5% 25.12% $29.6M $119.54
2025 Q3 ADDED 239,799 +396 +0.2% 24.27% $27.0M $111.03
2025 Q2 REDUCED 239,403 -856 -0.4% 24.75% $25.8M $105.18
2025 Q1 REDUCED 240,259 -6,897 -2.8% 28.40% $28.6M $114.98
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOM price (monthly, adj. close)

Other funds also holding XOM

As of 2025 Q4 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 32.3% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 24.06% Diversified Investment Strategies, LLC 3Y 7Y 16.99% MILLER WEALTH ADVISORS, LLC 3Y 13.07% PROSPECTOR PARTNERS LLC 3Y 7Y 11.97% Solus Alternative Asset Management LP 3Y 7Y 11.89% Sunbelt Securities, Inc. 3Y 7Y 10.98% Livelsberger Financial Advisory 9.02% Holowesko Partners Ltd. 3Y 7Y 8.76% Mizuho Markets Cayman LP 3Y 8.32%
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