W ADVISORS, LLC XOM — EXXON MOBIL CORP

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported EXXON MOBIL CORP (XOM) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.08% in 2026 Q1. The latest visible filing shows XOM at 3.08% 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
2026 Q1

XOM was reported at 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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.

XOM stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 35,428 -269 -0.8% 3.08% $6.0M 2026-04-29 $153.63
2025 Q4 ADDED — — — 35,697 +484 +1.4% 2.16% $4.3M 2026-02-13 $147.45
2025 Q3 ADDED — — — 35,213 +323 +0.9% 2.09% $4.0M 2025-11-14 $117.70
2025 Q2 REDUCED — — — 34,890 -433 -1.2% 2.16% $3.8M 2025-08-07 $102.68
2025 Q1 ADDED — — — 35,323 +418 +1.2% 2.63% $4.2M 2025-05-13 $105.11
2024 Q4 REDUCED — — — 34,905 -94 -0.3% 2.32% $3.8M 2025-01-22 $104.25
2024 Q3 REDUCED — — — 34,999 -333 -0.9% 2.53% $4.1M 2024-10-28 $112.24
2024 Q2 ADDED — — — 35,332 +209 +0.6% 2.67% $4.1M 2024-08-06 $106.91
2024 Q1 ADDED — — — 35,123 +35 +0.1% 2.80% $4.1M 2024-04-25 $112.70
2023 Q4 REDUCED — — — 35,088 -18 -0.1% 2.60% $3.5M 2024-02-06 $94.11
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XOM

As of 2026 Q1 — sorted by position size

DOLIVER ADVISORS, LP 3Y 7Y 40.61% LUTS & GREENLEIGH GROUP, INC. 3Y 31.39% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 26.25% BancFirst Trust & Investment Management 3Y 24.94% Diversified Investment Strategies, LLC 3Y 7Y 21.69% MILLER WEALTH ADVISORS, LLC 3Y 19.04% Lloyd Harbor Capital Management, LLC 3Y 15.05% Sunbelt Securities, Inc. 3Y 7Y 14.47% Lloyd Harbor Capital Management, LLC 3Y 11.79% Solus Alternative Asset Management LP 3Y 7Y 9.37%

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 Q4 through 2026 Q1.

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

The largest reported portfolio weight for XOM was 3.08% in 2026 Q1.

What is the latest reported XOM position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 35,428 shares, equal to 3.08% of portfolio, with an estimated market value of $6.0M.

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.

How well did W ADVISORS, LLC time their XOM position?

Based on 13F filing dates vs. subsequent XOM price moves, W ADVISORS, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on XOM relative to SPY over the holding period was -1.0%.

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