XOM — EXXON MOBIL CORP-COM Common

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  84 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in EXXON MOBIL CORP-COM Common (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
3.34% (2008 Q4)
Avg. % of fund
0.99%
First filed
2002 Q1
Last filed
2025 Q4
Quarters held
84
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 70,540 -1,109 -1.5% 0.93% $8.5M $119.54
2025 Q3 REDUCED 71,649 -2,754 -3.7% 0.91% $8.1M $111.03
2025 Q2 ADDED 74,403 +486 +0.7% 0.94% $8.0M $105.18
2025 Q1 REDUCED 73,917 -384 -0.5% 1.09% $8.8M $114.98
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOM price (monthly, adj. close)

Other funds also holding XOM

As of 2025 Q4 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 32.3% LUTS & GREENLEIGH GROUP, INC. 3Y 25.12% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 24.06% Diversified Investment Strategies, LLC 3Y 7Y 16.99% MILLER WEALTH ADVISORS, LLC 3Y 13.07% PROSPECTOR PARTNERS LLC 3Y 7Y 11.97% Solus Alternative Asset Management LP 3Y 7Y 11.89% Sunbelt Securities, Inc. 3Y 7Y 10.98% Livelsberger Financial Advisory 9.02% Holowesko Partners Ltd. 3Y 7Y 8.76%
← Back to SHEETS SMITH WEALTH MANAGEMENT Holdings