&PARTNERS XOM — EXXON MOBIL CORP

Ownership history in &PARTNERS  ·  29 quarters on record

AI Ownership Summary

&PARTNERS reported EXXON MOBIL CORP (XOM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.95% in 2023 Q4. The latest visible filing shows XOM at 0.45% 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 &PARTNERS'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
2025 Q4

XOM was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2023 Q4

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.

XOM stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 718,874 +187,379 +35.3% 0.45% $86.5M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED — — — 531,495 +72,744 +15.9% 0.38% $59.9M 2025-11-14 $118.50
2025 Q2 ADDED — — — 458,751 +51,068 +12.5% 0.38% $49.5M 2025-08-14 $104.77
2025 Q1 ADDED — — — 407,683 +45,156 +12.5% 0.51% $47.9M 2025-05-15 $105.94
2024 Q4 ADDED — — — 362,527 +111,942 +44.7% 0.47% $39.1M 2025-02-14 $104.64
2024 Q3 ADDED — — — 250,585 +147,742 +143.7% 0.57% $29.3M 2024-11-14 $115.52
2024 Q2 ADDED — — — 102,843 +59,644 +138.1% 0.52% $11.8M 2024-07-24 $108.43
2024 Q1 ADDED — — — 43,199 +4,407 +11.4% 0.69% $5.0M 2024-04-11 $113.90
2023 Q4 ADDED — — — 38,792 +12,658 +48.4% 0.95% $3.9M 2024-01-09 $92.35
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XOM

As of 2026 Q1 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 40.61% LUTS & GREENLEIGH GROUP, INC. 3Y 31.39% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 26.25% BancFirst Trust & Investment Management 3Y 24.94% Diversified Investment Strategies, LLC 3Y 7Y 21.69% MILLER WEALTH ADVISORS, LLC 3Y 19.04% Western Reserve Capital Management, LLC 9.06% Spurstone Advisory Services, LLC 9.0% CALIFORNIA FIRST LEASING CORP 3Y 8.74% Philip James Wealth Mangement, LLC 8.59%

FAQ About &PARTNERS and XOM

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

How long has &PARTNERS reported owning XOM?

&PARTNERS reported XOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in &PARTNERS's portfolio?

The largest reported portfolio weight for XOM was 0.95% in 2023 Q4.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 718,874 shares, equal to 0.45% of portfolio, with an estimated market value of $86.5M.

What does the chart on this XOM ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, &PARTNERS correctly timed 16 out of 28 reported position changes (57%). The annualised alpha on XOM relative to SPY over the holding period was -0.2%.

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