XOM β€” EXXON MOBIL CORP

Ownership history in VIAWEALTH, LLC  Β·  12 quarters on record

AI Ownership Summary

VIAWEALTH, LLC reported EXXON MOBIL CORP (XOM) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.36% in 2023 Q3. The latest visible filing shows XOM at 0.15% 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 VIAWEALTH, LLC'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 Q3

XOM was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% 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 Q3

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 VIAWEALTH, LLC held XOM β€” position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,419 -953 -28.3% 0.15% $273K 2025-11-12 $116.32
2025 Q2 ADDED 3,372 +39 +1.2% 0.21% $364K 2025-08-12 $103.55
2025 Q1 REDUCED 3,333 -510 -13.3% 0.24% $396K 2025-05-07 $101.14
2024 Q4 REDUCED 3,843 -1,135 -22.8% 0.25% $413K 2025-02-11 $107.00
2024 Q3 ADDED 4,978 +745 +17.6% 0.34% $584K 2024-11-13 $115.45
2024 Q2 ADDED 4,233 +50 +1.2% 0.30% $487K 2024-08-12 $112.19
2024 Q1 ADDED 4,183 +5 +0.1% 0.30% $486K 2024-05-10 $110.32
2023 Q4 UNCHANGED 4,178 β€” 0% 0.29% $418K 2024-02-12 $95.60
2023 Q3 ADDED 4,178 +1 +0.0% 0.36% $491K 2023-11-13 $96.26
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About VIAWEALTH, 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 VIAWEALTH, LLC reported owning XOM?

VIAWEALTH, LLC reported XOM across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported XOM position in VIAWEALTH, LLC's portfolio?

The largest reported portfolio weight for XOM was 0.36% in 2023 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q3, when VIAWEALTH, LLC reported 2,419 shares, equal to 0.15% of portfolio, with an estimated market value of $273K.

What does the chart on this XOM ownership page compare?

The chart compares VIAWEALTH, 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.

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