SEC 13F Intelligence

Montrusco Bolton Investments Inc. / EXMOC

Montrusco Bolton Investments Inc.’s Exxon Mobil Corp Position

Does Montrusco Bolton Investments Inc. own Exxon Mobil Corp (EXMOC)? Not currently — the last reported position was 1.12M shares worth $122M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$122M
Q1 2023
Shares
1.12M
% of Portfolio
+2.53%
Quarters Held
9
position exited

Position History EXMOC

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $15MQ2 ’19: $14MQ2 ’19Q3 ’19: $12MQ4 ’19: $12MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ2 ’20Q4 ’22: $48MQ1 ’23: $122MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20231.12M$122M+2.53%
Q4 2022437.4K$48M+1.12%
Q2 2020156.6K$7M+0.38%
Q1 2020153.7K$6M+0.46%
Q4 2019167.9K$12M+0.67%
Q3 2019182.8K$12M+0.73%
Q2 2019183.2K$14M+0.91%
Q1 2019183.3K$15M+0.94%
Q4 2018150.3K$10M+0.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Montrusco Bolton Investments Inc.’s full portfolio or all institutional holders of EXMOC.