SEC 13F Intelligence

Clearstead Advisors, LLC / EXMOC

Clearstead Advisors, LLC’s Exxon Mobil Corp Position

Does Clearstead Advisors, LLC own Exxon Mobil Corp (EXMOC)? Yes — 264.7K shares worth $45M (+0.41% of its 13F portfolio) as of Q1 2026, up from 235.5K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
264.7K
% of Portfolio
+0.41%
Quarters Held
30
currently held

Position History EXMOC

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $13MQ3 ’19: $12MQ4 ’19: $11MQ4 ’19Q1 ’20: $6MQ2 ’20: $8MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $9MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $9MQ4 ’22Q1 ’23: $10MQ2 ’23: $11MQ3 ’23: $28MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $22MQ3 ’24: $24MQ4 ’24: $20MQ4 ’24Q1 ’25: $24MQ2 ’25: $24MQ3 ’25: $26MQ4 ’25: $28MQ4 ’25Q1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026264.7K$45M+0.41%
Q4 2025235.5K$28M+0.36%
Q3 2025227.3K$26M+0.34%
Q2 2025223.2K$24M+0.34%
Q1 2025199.2K$24M+0.37%
Q4 2024190.5K$20M+0.31%
Q3 2024206.4K$24M+0.38%
Q2 2024194.9K$22M+0.38%
Q1 2024108.8K$13M+0.63%
Q4 2023108.4K$11M+0.58%
Q3 2023236.7K$28M+0.81%
Q2 2023106.5K$11M+0.69%
Q1 202388.8K$10M+0.71%
Q4 202283.1K$9M+0.72%
Q3 202298.0K$9M+0.79%
Q2 2022114.4K$10M+0.76%
Q1 2022113.7K$9M+0.64%
Q4 2021113.0K$7M+0.47%
Q3 2021114.6K$7M+0.50%
Q2 2021127.3K$8M+0.62%
Q1 2021127.9K$7M+0.59%
Q4 2020127.7K$5M+0.48%
Q3 2020152.2K$5M+0.56%
Q2 2020175.4K$8M+0.91%
Q1 2020157.7K$6M+0.87%
Q4 2019163.5K$11M+1.38%
Q3 2019171.0K$12M+1.62%
Q2 2019176.1K$13M+1.80%
Q1 2019180.3K$15M+2.01%
Q4 2018189.9K$13M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clearstead Advisors, LLC’s full portfolio or all institutional holders of EXMOC.