Ownership history in WorthPointe, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which WorthPointe, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 28,961 | +555 | +2.0% | 0.92% | $3.5M | $119.54 |
| 2025 Q3 | ADDED | 28,406 | +45 | +0.2% | 1.20% | $3.2M | $111.03 |
| 2025 Q2 | ADDED | 28,361 | +132 | +0.5% | 1.29% | $3.1M | $105.18 |
| 2025 Q1 | REDUCED | 28,229 | -31 | -0.1% | 1.50% | $3.4M | $114.98 |
| 2024 Q4 | ADDED | 28,260 | +49 | +0.2% | 1.24% | $3.0M | $103.07 |
| 2024 Q3 | REDUCED | 28,211 | -10 | -0.0% | 1.39% | $3.3M | $111.41 |
| 2024 Q2 | ADDED | 28,221 | +303 | +1.1% | 1.48% | $3.2M | $108.54 |
| 2024 Q1 | ADDED | 27,918 | +3,260 | +13.2% | 1.63% | $3.2M | $108.71 |
| 2023 Q4 | REDUCED | 24,658 | -625 | -2.5% | 1.25% | $2.5M | $92.64 |
| 2023 Q3 | ADDED | 25,283 | +834 | +3.4% | 1.75% | $3.0M | $107.96 |
As of 2025 Q4 — sorted by position size