LUTS & GREENLEIGH GROUP, INC. XOM — EXXON MOBIL CORP

Ownership history in LUTS & GREENLEIGH GROUP, INC.  ·  15 quarters on record

AI Ownership Summary

LUTS & GREENLEIGH GROUP, INC. reported EXXON MOBIL CORP (XOM) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 31.39% in 2026 Q1. The latest visible filing shows XOM at 25.97% 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 LUTS & GREENLEIGH GROUP, 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
2026 Q3

XOM was reported at 25.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
31.39% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 to 2026 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.

XOM stock page LUTS & GREENLEIGH GROUP, INC. fund profile LUTS & GREENLEIGH GROUP, INC. full holdings
How LUTS & GREENLEIGH GROUP, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 218,920 -14,147 -6.1% 25.97% $35.6M 2026-11-05 $169.61
2026 Q2 REDUCED — — — 233,067 -579 -0.2% 24.11% $31.9M 2026-08-07 $152.06
2026 Q1 REDUCED — — — 233,646 -12,036 -4.9% 31.39% $39.6M 2026-05-05 $152.85
2025 Q4 ADDED — — — 245,682 +5,883 +2.5% 25.12% $29.6M 2026-01-26 $132.19
2025 Q3 ADDED — — — 239,799 +396 +0.2% 24.27% $27.0M 2025-11-07 $113.92
2025 Q2 REDUCED — — — 239,403 -856 -0.4% 24.75% $25.8M 2025-07-11 $111.14
2025 Q1 REDUCED — — — 240,259 -6,897 -2.8% 28.40% $28.6M 2025-05-14 $103.50
2024 Q4 REDUCED — — — 247,156 -5,006 -2.0% 26.26% $26.6M 2025-01-17 $106.21
2024 Q3 REDUCED — — — 252,162 -1,151 -0.5% 28.38% $29.6M 2024-10-15 $112.88
2024 Q2 ADDED — — — 253,313 +292 +0.1% 30.33% $29.2M 2024-08-09 $110.58
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XOM

As of 2026 Q3 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 37.2% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 25.33% Diversified Investment Strategies, LLC 3Y 7Y 20.18% MILLER WEALTH ADVISORS, LLC 3Y 17.83% Altium Investment Strategies LLC 12.55% Slocum, Gordon & Co LLP 7.31% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 7.25% Philip James Wealth Mangement, LLC 7.16% Gerald Baker Financial Group LLC 6.45% Rossmore Private Capital 3Y 7Y 6.44%

FAQ About LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. reported owning XOM?

LUTS & GREENLEIGH GROUP, INC. reported XOM across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported XOM position in LUTS & GREENLEIGH GROUP, INC.'s portfolio?

The largest reported portfolio weight for XOM was 31.39% in 2026 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q3, when LUTS & GREENLEIGH GROUP, INC. reported 218,920 shares, equal to 25.97% of portfolio, with an estimated market value of $35.6M.

What does the chart on this XOM ownership page compare?

The chart compares LUTS & GREENLEIGH GROUP, 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 LUTS & GREENLEIGH GROUP, INC. time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, LUTS & GREENLEIGH GROUP, INC. correctly timed 10 out of 14 reported position changes (71%). The annualised alpha on XOM relative to SPY over the holding period was -3.6%.

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