Ownership history in TOWER BRIDGE ADVISORS Β· 89 quarters on record
This page tracks every 13F SEC filing in which TOWER BRIDGE ADVISORS reported a position in EXXON MOBIL CORP COMMON (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π TOWER BRIDGE ADVISORS underperformed the S&P 500 by β0.2% annually on this XOM position. Timing score: 53% (46/87 decisions correct). Average cost basis: $41.61. Maximum drawdown during holding period: β55.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
88 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
46 of 87 add/trim decisions correct
Best entry: $19.75 (2003 Q4) Β· Worst: $114.98 (2025 Q1)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
25 adds Β· 63 trims. Bought during 10 of 36 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.2% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size