XOM EXXON MOBIL CORP COM

Ownership history in Richard C. Young & CO., LTD.  ·  40 quarters on record

AI Ownership Summary

Richard C. Young & CO., LTD. reported EXXON MOBIL CORP COM (XOM) in 40 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.54% in 2024 Q1. The latest visible filing shows XOM at 1.94% 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 Richard C. Young & CO., LTD.'s position in EXXON MOBIL CORP COM, 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 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2024 Q1

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 Richard C. Young & CO., LTD. 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 180,045 +1,319 +0.7% 1.94% $21.7M 2026-02-14 (Est.) $148.45
2025 Q3 REDUCED 178,726 -798 -0.4% 1.87% $20.2M 2025-11-12 $116.32
2025 Q2 ADDED 179,524 +906 +0.5% 1.91% $19.4M 2025-08-07 $103.37
2025 Q1 REDUCED 178,618 -656 -0.4% 2.28% $21.2M 2025-05-02 $102.68
2024 Q4 REDUCED 179,274 -558 -0.3% 2.10% $19.3M 2025-01-28 $103.53
2024 Q3 ADDED 179,832 +2,082 +1.2% 2.30% $21.1M 2024-11-07 $115.14
2024 Q2 ADDED 177,750 +3,449 +2.0% 2.49% $20.5M 2024-08-08 $111.15
2024 Q1 ADDED 174,301 +668 +0.4% 2.54% $20.3M 2024-05-08 $108.63
2023 Q4 ADDED 173,633 +1,966 +1.1% 2.33% $17.4M 2024-02-12 $95.60
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Richard C. Young & CO., LTD. and XOM

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

How long has Richard C. Young & CO., LTD. reported owning XOM?

Richard C. Young & CO., LTD. reported XOM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XOM position in Richard C. Young & CO., LTD.'s portfolio?

The largest reported portfolio weight for XOM was 2.54% in 2024 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when Richard C. Young & CO., LTD. reported 180,045 shares, equal to 1.94% of portfolio, with an estimated market value of $21.7M.

What does the chart on this XOM ownership page compare?

The chart compares Richard C. Young & CO., LTD.'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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