XOM
Exxon Mobil Corp
11 super-investors hold XOM worth a combined $1.47B. The largest position: First Eagle Investment Management at 1.4% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 38 — ranked #150 of 724 scored stocks.
Why super-investors own XOM
Ownership of XOM within this cohort is narrow and static: 11 managers hold the stock, but the historical owner-count data shows the tracked cohort has held steady at just 3 owners across every one of the past eight quarters, suggesting the current 11 reflects a broader cohort definition. Interest is neither rising nor fading — 2026Q1 saw zero new positions, additions, trims, or exits. The position is heavily concentrated in one manager: First Eagle Investment Management accounts for roughly $1.1B of the $1.5B combined exposure, with XOM at 1.4% of their portfolio. Joel Greenblatt holds $222M and Richard Pzena $105M, though both at modest portfolio weights. No manager in the cohort is meaningfully adding conviction here.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 1.4% | 40q | $1.06B | 6,237,614 |
| 2 | Joel Greenblatt | 0.2% | 38q | $222M | 1,307,956 |
| 3 | Richard Pzena | 0.3% | 40q | $105M | 617,144 |
| 4 | Thomas Russo | 0.4% | 40q | $33M | 193,950 |
| 5 | Mairs & Power Funds | 0.1% | 40q | $14M | 83,523 |
| 6 | Dodge & Cox Funds | <0.1% | 40q | $13M | 73,858 |
| 7 | Christopher Bloomstran | 1.2% | 40q | $10M | 57,517 |
| 8 | Thomas Gayner | 0.1% | 9q | $8M | 47,000 |
| 9 | Kahn Brothers Group | 0.5% | 40q | $3M | 18,255 |
| 10 | David Katz | 0.1% | 40q | $652K | 3,842 |
| 11 | Bill Nygren | 0.0% | 5q | $249K | 1,466 |
- 1First Eagle Investment Managementport1.4%val$1.06B6,237,614 sh·40q held
- 2Joel Greenblattport0.2%val$222M1,307,956 sh·38q held
- 3Richard Pzenaport0.3%val$105M617,144 sh·40q held
- 4Thomas Russoport0.4%val$33M193,950 sh·40q held
- 5Mairs & Power Fundsport0.1%val$14M83,523 sh·40q held
- 6Dodge & Cox Fundsport<0.1%val$13M73,858 sh·40q held
- 7Christopher Bloomstranport1.2%val$10M57,517 sh·40q held
- 8Thomas Gaynerport0.1%val$8M47,000 sh·9q held
- 9Kahn Brothers Groupport0.5%val$3M18,255 sh·40q held
- 10David Katzport0.1%val$652K3,842 sh·40q held
- 11Bill Nygrenport0.0%val$249K1,466 sh·5q held
Owners of XOM also hold
Long US equity 13F-HR filings only. CUSIP 30231G102. Not investment advice.