XOM β€” EXXON MOBIL CORP

Ownership history in UDINE WEALTH MANAGEMENT, INC.  Β·  11 quarters on record

AI Ownership Summary

UDINE WEALTH MANAGEMENT, INC. reported EXXON MOBIL CORP (XOM) in 11 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.59% in 2025 Q1. The latest visible filing shows XOM at 1.43% 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 UDINE WEALTH MANAGEMENT, INC.'s position in EXXON MOBIL CORP, 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 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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.

How UDINE WEALTH MANAGEMENT, INC. held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,169 +3,083 +14.0% 1.43% $3.0M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 22,086 +1,752 +8.6% 1.19% $2.5M 2025-10-28 $113.28
2025 Q2 ADDED 20,334 +366 +1.8% 1.16% $2.2M 2025-07-25 $107.72
2025 Q1 ADDED 19,968 +2,664 +15.4% 1.59% $2.4M 2025-04-11 $99.71
2024 Q4 ADDED 17,304 +444 +2.6% 1.20% $1.9M 2025-01-15 $106.85
2024 Q3 ADDED 16,860 +367 +2.2% 1.39% $2.0M 2024-10-08 $115.99
2024 Q2 ADDED 16,493 +808 +5.2% 1.32% $1.9M 2024-07-15 $108.62
2024 Q1 REDUCED 15,685 -86 -0.5% 1.26% $1.8M 2024-04-18 $110.84
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About UDINE WEALTH MANAGEMENT, 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 UDINE WEALTH MANAGEMENT, INC. reported owning XOM?

UDINE WEALTH MANAGEMENT, INC. reported XOM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XOM position in UDINE WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for XOM was 1.59% in 2025 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when UDINE WEALTH MANAGEMENT, INC. reported 25,169 shares, equal to 1.43% of portfolio, with an estimated market value of $3.0M.

What does the chart on this XOM ownership page compare?

The chart compares UDINE WEALTH MANAGEMENT, 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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