XOM EXXON MOBIL CORP COM

Ownership history in Sharp Wealth Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in EXXON MOBIL CORP COM (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.63% (2024 Q3)
Avg. % of fund
1.22%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,770 -420 -3.2% 0.77% $1.5M $119.54
2025 Q3 REDUCED 13,190 -940 -6.7% 0.81% $1.5M $111.03
2025 Q2 REDUCED 14,130 -974 -6.4% 0.98% $1.5M $105.18
2025 Q1 REDUCED 15,104 -2,646 -14.9% 1.38% $1.8M $114.98
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOM price (monthly, adj. close)
← Back to Sharp Wealth Advisory, LLC Holdings