von Borstel & Associates, Inc. XOM EXXON MOBIL CORP

Ownership history in von Borstel & Associates, Inc.  ·  3 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported EXXON MOBIL CORP (XOM) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows XOM at 0.06% 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.

What this XOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, 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
2026 Q1

XOM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 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.

How von Borstel & Associates, Inc. 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,590 -3,941 -71.3% 0.06% $269 2026-05-12 $149.61
2025 Q3 ADDED 5,531 +4,048 +273.0% 0.10% $653K 2025-11-14 $117.70
2025 Q1 INITIATED 1,483 0.05% $176K 2025-04-29 $104.05

FAQ About von Borstel & Associates, 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 von Borstel & Associates, Inc. reported owning XOM?

von Borstel & Associates, Inc. reported XOM across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported XOM position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for XOM was 0.10% in 2025 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when von Borstel & Associates, Inc. reported 1,590 shares, equal to 0.06% of portfolio, with an estimated market value of $269.

What does the chart on this XOM ownership page compare?

The chart compares von Borstel & Associates, 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.

← Back to von Borstel & Associates, Inc. Holdings