Historical position

Chuck Akre’s Exxon Mobil (XOM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2008Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares7.86KHighest verified quarter-end share count
Quarters reported15Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Exxon Mobil in Q1 2008. The reported position was reduced across later filings. Verified positive position history runs through Q1 2014. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2014
Sold the entire positionNo shares reported at quarter-end
Q2 2012
Sold the entire position−2.53K shares · No shares reported at quarter-end
Q4 2011
New position+2.53K shares · 2.53K shares reported
Filing context

Quarter-end price $84.65 · Estimated holding basis $84.65

Q3 2011
Sold the entire position−2.53K shares · No shares reported at quarter-end
Q1 2011
New position+2.53K shares · 2.53K shares reported
Filing context

Quarter-end price $84.26 · Estimated holding basis $84.26

Q4 2010
Sold the entire position−4.45K shares · No shares reported at quarter-end

7 unchanged quarters are collapsed by default.

Portfolio importance

How important was Exxon Mobil in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2014
Last reported rank#41of 42 reported positions
Peak portfolio weight0.1%Q3 2009
Best historical rank#19Q3 2009
At peak importanceQ3 2009
XOM
0.1%
Largest holding
15.0%
Cross-investor discovery

Who else owns Exxon Mobil?

Also reported by 3 other tracked investors in their latest verified filings.

Christopher BloomstranSemper Augustus Investments Group LLC
XOM0.9% of reported portfolio
Ray DalioBridgewater Associates, LP
XOM0.1% of reported portfolio
Joel GreenblattGotham Asset Management
XOM0.1% of reported portfolio
Explore Exxon Mobil across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$163.542026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Exxon Mobil stock page →

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.