Roxbury Financial LLC XOM — EXXON MOBIL CORP COM

Ownership history in Roxbury Financial LLC  ·  7 quarters on record

AI Ownership Summary

Roxbury Financial LLC reported EXXON MOBIL CORP COM (XOM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows XOM at 0.08% 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 Roxbury Financial LLC'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
2026 Q2

XOM was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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 Q4 to 2026 Q2

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 Roxbury Financial LLC fund profile Roxbury Financial LLC full holdings
How Roxbury Financial LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 768 -3 -0.4% 0.08% $105K 2026-07-01 $136.28
2026 Q1 REDUCED — — — 771 -1 -0.1% 0.12% $131K 2026-04-17 $145.45
2025 Q4 REDUCED — — — 772 -3 -0.4% 0.08% $93K 2026-01-05 $123.69
2025 Q3 ADDED — — — 775 +15 +2.0% 0.08% $87K 2025-10-01 $109.54
2025 Q2 UNCHANGED — — — 760 — 0% 0.08% $82K 2025-07-07 $107.68
2025 Q1 ADDED — — — 760 +1 +0.1% 0.08% $85K 2025-04-09 $101.60
2024 Q4 INITIATED — — — 759 — — 0.09% $90K 2025-01-30 $104.28

🏢 Other funds also holding XOM

As of 2026 Q2 — sorted by position size

First County Bank /CT/ 3Y 2.22% Adelphi Trust Co 1.59% EASTERN BANK 3Y 7Y 1.5% Hilltop National Bank 1.01% Miller Global Investments, LLC 0.72% Versant Capital Management, Inc 3Y 7Y 0.69% First Financial Bank - Trust Division 3Y 7Y 0.61% First Nebraska Trust Co 0.61% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.59% KERR FINANCIAL PLANNING Corp 0.57%

FAQ About Roxbury Financial LLC and XOM

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

How long has Roxbury Financial LLC reported owning XOM?

Roxbury Financial LLC reported XOM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XOM position in Roxbury Financial LLC's portfolio?

The largest reported portfolio weight for XOM was 0.12% in 2026 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q2, when Roxbury Financial LLC reported 768 shares, equal to 0.08% of portfolio, with an estimated market value of $105K.

What does the chart on this XOM ownership page compare?

The chart compares Roxbury Financial LLC'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 Roxbury Financial LLC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, Roxbury Financial LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on XOM relative to SPY over the holding period was +2.7%.

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