XOM — EXXON MOBIL CORP

Ownership history in Windle Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Windle Wealth, LLC reported a position in EXXON MOBIL CORP (XOM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.43% (2022 Q4)
Avg. % of fund
4.2%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,270 +1,435 +2.0% 4.00% $8.9M $119.54
2025 Q3 ADDED 72,835 +1,524 +2.1% 3.67% $8.2M $111.03
2025 Q2 ADDED 71,311 +4,052 +6.0% 3.76% $7.7M $105.18
2025 Q1 ADDED 67,259 +6,018 +9.8% 4.12% $8.0M $114.98
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XOM price (monthly, adj. close)

Other funds also holding XOM

As of 2025 Q4 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 32.3% LUTS & GREENLEIGH GROUP, INC. 3Y 25.12% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 24.06% Diversified Investment Strategies, LLC 3Y 7Y 16.99% MILLER WEALTH ADVISORS, LLC 3Y 13.07% PROSPECTOR PARTNERS LLC 3Y 7Y 11.97% Solus Alternative Asset Management LP 3Y 7Y 11.89% Sunbelt Securities, Inc. 3Y 7Y 10.98% Livelsberger Financial Advisory 9.02% Holowesko Partners Ltd. 3Y 7Y 8.76%
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