Smith & Howard Wealth Management, LLC XOM — ExxonMobil Corp Equities

Ownership history in Smith & Howard Wealth Management, LLC  ·  36 quarters on record

AI Ownership Summary

Smith & Howard Wealth Management, LLC reported ExxonMobil Corp Equities (XOM) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.02% in 2024 Q3. The latest visible filing shows XOM at 0.11% 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 Smith & Howard Wealth Management, LLC's position in ExxonMobil Corp Equities, 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 Q1

XOM was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2024 Q3

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 2026 Q1

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 Smith & Howard Wealth Management, LLC fund profile Smith & Howard Wealth Management, LLC full holdings
How Smith & Howard Wealth Management, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,926 -6,355 -68.5% 0.11% $496K 2026-04-27 $148.19
2025 Q4 UNCHANGED — — — 9,281 — 0% 0.25% $1.1M 2026-02-03 $142.78
2025 Q3 REDUCED — — — 9,281 -24 -0.3% 0.24% $1.0M 2025-11-12 $116.32
2025 Q2 UNCHANGED — — — 9,305 — 0% 0.25% $1.0M 2025-07-15 $110.16
2025 Q1 UNCHANGED — — — 9,305 — 0% 0.30% $1.1M 2025-04-23 $103.80
2024 Q4 REDUCED 70.1% +11.6% ❌ 9,305 -21,804 -70.1% 0.28% $1.0M 2025-02-07 $104.34
2024 Q3 ADDED — — — 31,109 +28,089 +930.1% 1.02% $3.6M 2024-10-23 $114.30
2024 Q2 ADDED — — — 3,020 +683 +29.2% 0.10% $348K 2024-07-16 $109.40
2024 Q1 UNCHANGED — — — 2,337 — 0% 0.08% $272K 2024-04-15 $111.93
2023 Q4 REDUCED 52.3% +18.1% ❌ 2,337 -2,560 -52.3% 0.08% $234K 2024-02-01 $94.87
26 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% 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% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 8.06%

FAQ About Smith & Howard Wealth Management, 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 Smith & Howard Wealth Management, LLC reported owning XOM?

Smith & Howard Wealth Management, LLC reported XOM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XOM position in Smith & Howard Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XOM was 1.02% in 2024 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when Smith & Howard Wealth Management, LLC reported 2,926 shares, equal to 0.11% of portfolio, with an estimated market value of $496K.

What does the chart on this XOM ownership page compare?

The chart compares Smith & Howard Wealth Management, 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 Smith & Howard Wealth Management, LLC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, Smith & Howard Wealth Management, LLC correctly timed 13 out of 29 reported position changes (45%). The annualised alpha on XOM relative to SPY over the holding period was +1.8%.

← Back to Smith & Howard Wealth Management, LLC Holdings