S&CO INC XOM — EXXON MOBIL CORP. COMMON

Ownership history in S&CO INC  ·  101 quarters on record

AI Ownership Summary

S&CO INC reported EXXON MOBIL CORP. COMMON (XOM) in 101 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.81% in 2024 Q2. The latest visible filing shows XOM at 3.94% 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 S&CO INC'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 3.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.81% 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.

XOM stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 REDUCED — — — 526,898 -8,838 -1.6% 3.94% $63.4M 2026-02-14 (Est.) $148.45
2025 Q3 REDUCED — — — 535,736 -11,971 -2.2% 3.70% $60.4M 2025-11-06 $112.76
2025 Q2 REDUCED — — — 547,707 -2,504 -0.5% 3.79% $59.0M 2025-08-07 $103.37
2025 Q1 REDUCED — — — 550,211 -1,264 -0.2% 4.39% $65.4M 2025-05-08 $102.55
2024 Q4 REDUCED — — — 551,475 -1,690 -0.3% 4.03% $59.3M 2025-02-07 $104.34
2024 Q3 REDUCED 7.7% -9.0% ✅ 553,165 -45,834 -7.7% 4.24% $64.8M 2024-11-07 $115.14
2024 Q2 ADDED — — — 598,999 +394,845 +193.4% 4.81% $69.0M 2024-08-08 $111.15
2024 Q1 UNCHANGED — — — 204,154 — 0% 1.67% $23.7M 2024-05-09 $110.77
2023 Q4 ADDED — — — 204,154 +88 +0.0% 1.56% $20.4M 2024-02-12 $95.60
92 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 S&CO INC and XOM

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

How long has S&CO INC reported owning XOM?

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

What was the largest reported XOM position in S&CO INC's portfolio?

The largest reported portfolio weight for XOM was 4.81% in 2024 Q2.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when S&CO INC reported 526,898 shares, equal to 3.94% of portfolio, with an estimated market value of $63.4M.

What does the chart on this XOM ownership page compare?

The chart compares S&CO INC'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 S&CO INC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, S&CO INC correctly timed 40 out of 96 reported position changes (42%). The annualised alpha on XOM relative to SPY over the holding period was +1.7%.

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