Paul Lountzis' Lountzis Asset Management exited Exxon Mobil Corp (XOM-OLD) during 2026 Q3, according to the 13F-HR filed with the SEC on October 30, 2026, selling all 4.72K shares. The position had been worth about $646K at the prior quarter-end and carried 0.2% of the book. XOM-OLD had been in the portfolio for about 6 years, since the quarter ended June 30, 2020.
What did the 2026 Q3 filing report for XOM-OLD?
As of September 30, 2026, from the 13F-HR filed October 30, 2026.
| Before | After | |
|---|---|---|
| Shares | 4.72K | 0 |
| Reported value | $646K | $0 |
| Portfolio weight | 0.2% | 0% |
| Held since | 2020 Q2 | sold out in 2026 Q3 |
| Quarters held | 25 |
What did Paul Lountzis sell?
Paul Lountzis sold 4.72K shares of XOM-OLD between the quarter ended June 30, 2026 and September 30, 2026. The XOM-OLD exit was the 10th largest of the quarter's 52 position changes by percent change to portfolio.
Where does XOM-OLD sit in the Paul Lountzis portfolio?
Before the sale, XOM-OLD carried 0.2% of the Paul Lountzis portfolio, below the fund's average stock position of 2%. The largest stock position is BRK-B at 21.91%. Next come AMAT at 15.45% and WFC at 6.33%. The three largest stocks together are 43.69% of the book. Across the 2026 Q3 portfolio, Paul Lountzis reported 58 stock positions, with 9 opened and 6 closed. The total portfolio value is about $302M, down 5% from the prior quarter.
How long has Paul Lountzis held XOM-OLD?
Paul Lountzis held XOM-OLD for about 6 years, from the quarter ended June 30, 2020 to June 30, 2026. The weight peaked at 0.51% in 2022 Q4. Last quarter the fund had already cut the position by 15%, so the exit finishes a two-quarter unwind. Every reported trade is on the Paul Lountzis XOM-OLD trade history page.
FAQ
How many XOM-OLD shares did Paul Lountzis sell?
Paul Lountzis sold all 4.72K shares of XOM-OLD it reported a quarter earlier, worth about $646K.
When did Paul Lountzis first buy XOM-OLD?
Paul Lountzis first reported XOM-OLD in the quarter ended June 30, 2020.
How much of the Paul Lountzis portfolio was XOM-OLD?
XOM-OLD was 0.2% of the Paul Lountzis portfolio at the prior quarter-end, and 0% after the sale.