13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
1

XOM

EXXON MOBIL CORP · Energy

Consensus score 1/100 · #197 this quarter · tier-weighted across tracked managers

NeutralPrice action since filingas of 2026-06-05
vs 50-day avg
-2.5%
21-day momentum
+0.8%
recent volume
0.73×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+7.3%
30-wk MA slope
+4.0%
rel. strength
+4.6
52-wk range
65%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
5
tracked managers
New this Q
0
opened a position
Avg weight
0.4%
of their portfolios
Combined value
$66M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Semper Augustus
Concentrated
1.2%
HOLD
Gardner Russo & Quinn
Graham/global value
0.4%
HOLD
Hosking Partners
Concentrated
0.3%
HOLD
Horizon Kinetics
Franchise/inflation
0.1%
ADD
Markel Group
Concentrated
0.1%
ADD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.