XOM β€” Exxon Mobil Corporation

Ownership history in SS&H Financial Advisors, Inc.  Β·  15 quarters on record

AI Ownership Summary

SS&H Financial Advisors, Inc. reported Exxon Mobil Corporation (XOM) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.0% in 2023 Q3. The latest visible filing shows XOM at 1.92% 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 SS&H Financial Advisors, Inc.'s position in Exxon Mobil Corporation, 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 1.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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 SS&H Financial Advisors, Inc. fund profile SS&H Financial Advisors, Inc. full holdings
How SS&H Financial Advisors, Inc. held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 54,556 +1,000 +1.9% 1.92% $6.6M 2026-02-14 (Est.) $148.45
2025 Q3 REDUCED 53,556 -100 -0.2% 1.84% $6.0M 2025-10-17 $110.53
2025 Q2 ADDED 53,656 +16,266 +43.5% 1.93% $5.8M 2025-08-05 $104.63
2025 Q1 REDUCED 37,390 -457 -1.2% 1.66% $4.4M 2025-04-10 $96.61
2024 Q4 ADDED 37,847 +50 +0.1% 1.48% $4.1M 2025-01-14 $105.13
2024 Q3 UNCHANGED 37,797 β€” 0% 1.61% $4.4M 2024-10-09 $116.03
2024 Q2 UNCHANGED 37,797 β€” 0% 1.70% $4.4M 2024-09-10 $105.32
2024 Q1 REDUCED 37,797 -17,023 -31.1% 1.83% $4.4M 2024-05-09 $110.77
2023 Q4 ADDED 54,820 +367 +0.7% 2.32% $5.5M 2024-02-13 $94.77
2023 Q3 REDUCED 54,453 -1,857 -3.3% 3.00% $6.4M 2023-10-18 $103.71
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XOM

As of 2025 Q4 β€” 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%

FAQ About SS&H Financial Advisors, 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 SS&H Financial Advisors, Inc. reported owning XOM?

SS&H Financial Advisors, Inc. reported XOM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XOM position in SS&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for XOM was 3.00% in 2023 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when SS&H Financial Advisors, Inc. reported 54,556 shares, equal to 1.92% of portfolio, with an estimated market value of $6.6M.

What does the chart on this XOM ownership page compare?

The chart compares SS&H Financial Advisors, 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.

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