XOM EXXON MOBIL CORP COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  104 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported EXXON MOBIL CORP COMMON (XOM) in 104 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.17% in 2024 Q2. The latest visible filing shows XOM at 2.79% 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 LYNCH & ASSOCIATES/IN's position in EXXON MOBIL CORP COMMON, 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 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.17% in 2024 Q2

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 LYNCH & ASSOCIATES/IN held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 122,482 +2,875 +2.4% 2.79% $14.7M 2026-02-14 (Est.) $148.45
2025 Q3 REDUCED 119,607 -2,714 -2.2% 2.60% $13.5M 2025-10-07 $112.52
2025 Q2 ADDED 122,321 +2,290 +1.9% 2.66% $13.2M 2025-07-15 $110.16
2025 Q1 REDUCED 120,031 -444 -0.4% 3.09% $14.3M 2025-04-17 $103.37
2024 Q4 REDUCED 120,475 -1,623 -1.3% 2.81% $13.0M 2025-01-10 $102.09
2024 Q3 REDUCED 122,098 -107 -0.1% 3.03% $14.3M 2024-10-15 $114.38
2024 Q2 ADDED 122,205 +4,381 +3.7% 3.17% $14.1M 2024-08-06 $107.63
2024 Q1 REDUCED 117,824 -5,768 -4.7% 3.16% $13.7M 2024-04-09 $113.33
2023 Q4 REDUCED 123,592 -1,546 -1.2% 3.00% $12.4M 2024-01-08 $93.51
95 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and XOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning XOM?

LYNCH & ASSOCIATES/IN reported XOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for XOM was 3.17% in 2024 Q2.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 122,482 shares, equal to 2.79% of portfolio, with an estimated market value of $14.7M.

What does the chart on this XOM ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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