{
 "schema": "theclaudetrader.research_packet.v1",
 "generated_at": "2026-10-26T05:12:33+00:00",
 "snapshot_date": "2026-10-26",
 "about": {
  "site": "The Claude Trader",
  "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).",
  "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.",
  "how_to_answer": [
   "State the snapshot date and each score's data_as_of.",
   "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).",
   "Cite the source URL for any number you repeat.",
   "Say what is missing; never present holdings or targets as this site's (it has none).",
   "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns."
  ]
 },
 "company": {
  "ticker": "XOM",
  "name": "ExxonMobil Holdings Corp",
  "legal_name": "ExxonMobil Holdings Corp",
  "cik": "0002115436",
  "exchange": "NYSE",
  "industry": "Petroleum Refining",
  "sic": "2911",
  "fiscal_year_end": "1231",
  "is_financial": false,
  "is_utility": false
 },
 "price": {
  "value": 183.21,
  "as_of": "2026-10-23",
  "source": "Alpaca Market Data (consolidated SIP daily bar)",
  "url": "https://docs.alpaca.markets/docs/historical-stock-data-1"
 },
 "market_cap": {
  "value": 753343390191.6,
  "as_of": "2026-10-23",
  "unit": "USD",
  "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)",
  "warning": null,
  "unavailable_reason": null,
  "inputs": {
   "traded_price": {
    "value": 183.21,
    "as_of": "2026-10-23",
    "unit": "USD per traded unit (share or ADS)",
    "source": "Alpaca Market Data (consolidated SIP daily bar)",
    "url": "https://docs.alpaca.markets/docs/historical-stock-data-1"
   },
   "sec_shares_outstanding": {
    "value": 4111911960.0,
    "unit": "underlying shares",
    "concept": "SEC XBRL EntityCommonStockSharesOutstanding",
    "period_end": "2026-06-30",
    "accession": "0000034088-26-000093",
    "url": "https://www.sec.gov/Archives/edgar/data/2115436/000003408826000093/"
   },
   "depositary_ratio": {
    "value": 1.0,
    "unit": "underlying shares per traded unit",
    "status": "domestic",
    "source": "10-K filer; SEC shares are the traded units",
    "evidence_url": null,
    "evidence_form": null,
    "evidence_filed": null,
    "body_snippet": null
   },
   "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used",
   "split_adjustment": null,
   "share_count_as_of": "2026-06-30",
   "share_count_age_days_at_price_date": 115,
   "warning": null,
   "computed": "183.21 (price 2026-10-23) / 1 x 4,111,911,960 (shares at 2026-06-30) = 753,343,390,192"
  }
 },
 "scores": {
  "graham": {
   "score": null,
   "status": "insufficient data (no net income in XBRL)",
   "summary": "Not scored: insufficient data (no net income in XBRL).",
   "warnings": [],
   "components": []
  },
  "magic_formula": {
   "score": null,
   "status": "insufficient data (no operating income in XBRL)",
   "summary": "Not scored: insufficient data (no operating income in XBRL).",
   "warnings": [],
   "components": []
  },
  "momentum": {
   "score": 84.6,
   "status": "ok",
   "complete": true,
   "passes_all": null,
   "summary": "Momentum: 85 of 100 (ok). 12-1 month return: 43.0 % \u2192 43.2/50; 6 month return: 23.3 % \u2192 16.6/20; Price / 52-week high: 1.0 \u2192 15.0/15; Volatility penalty (60d annualised): 23.9 % \u2192 9.8/15",
   "data_as_of": "2026-10-23",
   "history": [
    null,
    null
   ],
   "price_as_of": "2026-10-23",
   "coverage": null,
   "verification": null,
   "warnings": [],
   "components": [
    {
     "name": "12-1 month return",
     "value": 43.0,
     "unit": "%",
     "percentile": 86.5,
     "points": 43.2,
     "max": 50
    },
    {
     "name": "6 month return",
     "value": 23.3,
     "unit": "%",
     "percentile": 83.1,
     "points": 16.6,
     "max": 20
    },
    {
     "name": "Price / 52-week high",
     "value": 1.0,
     "points": 15.0,
     "max": 15
    },
    {
     "name": "Volatility penalty (60d annualised)",
     "value": 23.9,
     "unit": "%",
     "points": 9.8,
     "max": 15
    }
   ],
   "rules_url": "https://theclaudetrader.com/p/momentum"
  },
  "insider": {
   "score": 0.0,
   "status": "no open-market transactions in window",
   "complete": true,
   "passes_all": null,
   "summary": "Insider: 0 of 100 (no open-market transactions in window). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 0.0 bp \u2192 -0.0/0",
   "data_as_of": "2026-10-23",
   "history": [
    null,
    null
   ],
   "price_as_of": null,
   "coverage": {
    "window_start": "2026-07-28",
    "through": "2026-10-23",
    "missing_days": 3,
    "note": "Form 4 data loaded through 2026-10-23"
   },
   "verification": null,
   "warnings": [],
   "components": [
    {
     "name": "Open-market buy value / market cap (percentile among buyers)",
     "value": 0.0,
     "unit": "bp",
     "points": 0.0,
     "max": 35
    },
    {
     "name": "Distinct buyers",
     "value": 0,
     "points": 0.0,
     "max": 25
    },
    {
     "name": "Buyer seniority",
     "value": 0.0,
     "points": 0.0,
     "max": 20
    },
    {
     "name": "Recency (half-life 30d)",
     "value": 0.0,
     "points": 0.0,
     "max": 10
    },
    {
     "name": "Sales penalty (excludes 10b5-1 plan sales)",
     "value": 0.0,
     "unit": "bp",
     "points": -0.0,
     "max": 0
    }
   ],
   "rules_url": "https://theclaudetrader.com/p/insider"
  },
  "buffett": {
   "score": null,
   "status": "insufficient data (no net income in XBRL)",
   "summary": "Not scored: insufficient data (no net income in XBRL).",
   "warnings": [],
   "components": []
  },
  "lynch": {
   "score": null,
   "status": "insufficient data (no net income in XBRL)",
   "summary": "Not scored: insufficient data (no net income in XBRL).",
   "warnings": [],
   "components": []
  },
  "graham_enterprising": {
   "score": null,
   "status": "insufficient data (no net income in XBRL)",
   "summary": "Not scored: insufficient data (no net income in XBRL).",
   "warnings": [],
   "components": []
  },
  "piotroski": {
   "score": null,
   "status": "insufficient data (no net income in XBRL)",
   "summary": "Not scored: insufficient data (no net income in XBRL).",
   "warnings": [],
   "components": []
  }
 },
 "inputs_by_philosophy": {
  "graham": [],
  "magic_formula": [],
  "momentum": [
   {
    "name": "Adjusted close series (14 months)",
    "value": 183.21,
    "kind": "price",
    "source": "Yahoo Finance / Alpaca Market Data daily history",
    "url": null,
    "period": "2026-10-23",
    "age_days": 3,
    "stale": false
   }
  ],
  "insider": [],
  "buffett": [],
  "lynch": [],
  "graham_enterprising": [],
  "piotroski": []
 },
 "earnings_record": {
  "net_income_by_fy": [],
  "eps_diluted_by_fy": [],
  "revenue_by_fy": [],
  "dividend_years": [
   1962,
   1963,
   1964,
   1965,
   1966,
   1967,
   1968,
   1969,
   1970,
   1971,
   1972,
   1973,
   1974,
   1975,
   1976,
   1977,
   1978,
   1979,
   1980,
   1981,
   1982,
   1983,
   1984,
   1985,
   1986,
   1987,
   1988,
   1989,
   1990,
   1991,
   1992,
   1993,
   1994,
   1995,
   1996,
   1997,
   1998,
   1999,
   2000,
   2001,
   2002,
   2003,
   2004,
   2005,
   2006,
   2007,
   2008,
   2009,
   2010,
   2011,
   2012,
   2013,
   2014,
   2015,
   2016,
   2017,
   2018,
   2019,
   2020,
   2021,
   2022,
   2023,
   2024,
   2025,
   2026
  ]
 },
 "insider_activity": {
  "coverage_through": "2026-10-23",
  "window_start": "2026-07-28",
  "missing_days": 3,
  "recent_transactions": []
 },
 "filings_and_news": {
  "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0002115436",
  "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002115436&type=8-K",
  "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0002115436&type=4",
  "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0002115436.json",
  "news_items": [],
  "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates."
 },
 "peer_context": {
  "graham": {
   "industry": "Petroleum Refining",
   "scored_peers": 4,
   "rank": null,
   "median": null
  },
  "magic_formula": {
   "industry": "Petroleum Refining",
   "scored_peers": 1,
   "rank": null,
   "median": null
  },
  "momentum": {
   "industry": "Petroleum Refining",
   "scored_peers": 6,
   "rank": 4,
   "median": 85.2,
   "top_peers": [
    {
     "ticker": "PSX",
     "score": 87.5
    },
    {
     "ticker": "VLO",
     "score": 85.8
    },
    {
     "ticker": "MPC",
     "score": 85.7
    },
    {
     "ticker": "XOM",
     "score": 84.6
    },
    {
     "ticker": "CVX",
     "score": 83.4
    }
   ]
  },
  "insider": {
   "industry": "Petroleum Refining",
   "scored_peers": 6,
   "rank": 1,
   "median": 0.0,
   "top_peers": [
    {
     "ticker": "COP",
     "score": 0.0
    },
    {
     "ticker": "CVX",
     "score": 0.0
    },
    {
     "ticker": "MPC",
     "score": 0.0
    },
    {
     "ticker": "PSX",
     "score": 0.0
    },
    {
     "ticker": "VLO",
     "score": 0.0
    }
   ]
  },
  "buffett": {
   "industry": "Petroleum Refining",
   "scored_peers": 1,
   "rank": null,
   "median": null
  },
  "lynch": {
   "industry": "Petroleum Refining",
   "scored_peers": 5,
   "rank": null,
   "median": 29.6
  },
  "graham_enterprising": {
   "industry": "Petroleum Refining",
   "scored_peers": 5,
   "rank": null,
   "median": 44.6
  },
  "piotroski": {
   "industry": "Petroleum Refining",
   "scored_peers": 1,
   "rank": null,
   "median": null
  }
 },
 "dossier": null,
 "external_views_link_only": {
  "morningstar": "https://www.morningstar.com/search?query=XOM",
  "finviz": "https://finviz.com/quote.ashx?t=XOM",
  "stockanalysis": "https://stockanalysis.com/stocks/xom/",
  "seeking_alpha": "https://seekingalpha.com/symbol/XOM",
  "openinsider": "http://openinsider.com/search?q=XOM",
  "google_news": "https://news.google.com/rss/search?q=XOM+stock"
 },
 "limits": [
  "Graham Defensive: insufficient data (no net income in XBRL)",
  "Magic Formula: insufficient data (no operating income in XBRL)",
  "Buffett Quality: insufficient data (no net income in XBRL)",
  "Lynch GARP: insufficient data (no net income in XBRL)",
  "Graham Enterprising: insufficient data (no net income in XBRL)",
  "Piotroski F-Score: insufficient data (no net income in XBRL)",
  "No US-GAAP XBRL financials for this filer (IFRS or no XBRL); fundamentals are not read",
  "News is not collected for this ticker; use the SEC 8-K and press-release links below"
 ],
 "machine_readable": {
  "stock_json": "https://theclaudetrader.com/s/XOM.json",
  "stock_md": "https://theclaudetrader.com/s/XOM.md",
  "packet": "https://theclaudetrader.com/r/XOM.json",
  "grid": "https://theclaudetrader.com/grid.json",
  "openapi": "https://theclaudetrader.com/openapi.json",
  "index": "https://theclaudetrader.com/llms.txt"
 },
 "cite_as": "The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/XOM; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.",
 "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation."
}