OFI INVEST ASSET MANAGEMENT XOM — EXXON MOBIL CORP

Ownership history in OFI INVEST ASSET MANAGEMENT  ·  4 quarters on record

AI Ownership Summary

OFI INVEST ASSET MANAGEMENT reported EXXON MOBIL CORP (XOM) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.55% in 2026 Q3. The latest visible filing shows XOM at 0.55% 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.

What this XOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OFI INVEST ASSET MANAGEMENT'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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q3

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

Time in book
Holding Window
2024 Q4 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 OFI INVEST ASSET MANAGEMENT fund profile OFI INVEST ASSET MANAGEMENT full holdings
How OFI INVEST ASSET MANAGEMENT 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 386,417 +370,700 +2358.6% 0.55% $55.6M 2026-11-06 $165.87
2025 Q2 REDUCED 5.9% +6.9% ❌ 15,717 -988 -5.9% 0.04% $1.4M 2025-07-25 $106.30
2025 Q1 REDUCED 91.1% -8.5% ✅ 16,705 -170,254 -91.1% 0.05% $1.8M 2025-05-09 $102.38
2024 Q4 INITIATED — — — 186,959 — — 0.46% $19.4M 2025-02-07 $102.97

🏢 Other funds also holding XOM

As of 2026 Q3 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 37.2% LUTS & GREENLEIGH GROUP, INC. 3Y 25.97% 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% ACT Capital Partners, L.P. 8.3% VALUE HOLDINGS MANAGEMENT CO. LLC 3Y 7Y 8.14% Slocum, Gordon & Co LLP 7.31% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 7.25%

FAQ About OFI INVEST ASSET MANAGEMENT and XOM

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

How long has OFI INVEST ASSET MANAGEMENT reported owning XOM?

OFI INVEST ASSET MANAGEMENT reported XOM across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported XOM position in OFI INVEST ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for XOM was 0.55% in 2026 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q3, when OFI INVEST ASSET MANAGEMENT reported 386,417 shares, equal to 0.55% of portfolio, with an estimated market value of $55.6M.

What does the chart on this XOM ownership page compare?

The chart compares OFI INVEST ASSET MANAGEMENT'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 OFI INVEST ASSET MANAGEMENT time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, OFI INVEST ASSET MANAGEMENT correctly timed 0 out of 3 reported position changes (0%).

← Back to OFI INVEST ASSET MANAGEMENT Holdings