XOM EXXON MOBIL CORP

Ownership history in W ADVISORS, LLC  ·  14 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported EXXON MOBIL CORP (XOM) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.39% in 2023 Q3. The latest visible filing shows XOM at 2.16% 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 W ADVISORS, 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 Q4

XOM was reported at 2.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% 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.

How W ADVISORS, LLC held XOM — position size vs. price
% of Fund (quarterly)    XOM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 35,697 +484 +1.4% 2.16% $4.3M 2026-02-14 (Est.) $148.45
2025 Q3 ADDED 35,213 +323 +0.9% 2.09% $4.0M 2025-11-14 $118.50
2025 Q2 REDUCED 34,890 -433 -1.2% 2.16% $3.8M 2025-08-07 $103.37
2025 Q1 ADDED 35,323 +418 +1.2% 2.63% $4.2M 2025-05-13 $105.82
2024 Q4 REDUCED 34,905 -94 -0.3% 2.32% $3.8M 2025-01-22 $104.95
2024 Q3 REDUCED 34,999 -333 -0.9% 2.53% $4.1M 2024-10-28 $113.00
2024 Q2 ADDED 35,332 +209 +0.6% 2.67% $4.1M 2024-08-06 $107.63
2024 Q1 ADDED 35,123 +35 +0.1% 2.80% $4.1M 2024-04-25 $113.47
2023 Q4 REDUCED 35,088 -18 -0.1% 2.60% $3.5M 2024-02-06 $94.75
2023 Q3 REDUCED 35,106 -93 -0.3% 3.39% $4.1M 2023-11-13 $96.26
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning XOM?

W ADVISORS, LLC reported XOM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for XOM was 3.39% in 2023 Q3.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2025 Q4, when W ADVISORS, LLC reported 35,697 shares, equal to 2.16% of portfolio, with an estimated market value of $4.3M.

What does the chart on this XOM ownership page compare?

The chart compares W ADVISORS, 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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