Ep Wealth Advisors, LLC / EXMOC
Ep Wealth Advisors, LLC’s Exxon Mobil Corp Position
Does Ep Wealth Advisors, LLC own Exxon Mobil Corp (EXMOC)? Yes — 976.1K shares worth $166M (+0.81% of its 13F portfolio) as of Q1 2026, down from 1.01M shares the prior filed quarter.
Position Value
$166M
Q1 2026
Shares
976.1K
% of Portfolio
+0.81%
Quarters Held
27
currently held
Position History EXMOC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 976.1K | $166M | +0.81% |
| Q4 2025 | 1.01M | $121M | +0.63% |
| Q2 2025 | 932.1K | $100M | +0.66% |
| Q1 2025 | 901.3K | $107M | +0.86% |
| Q4 2024 | 847.8K | $91M | +0.74% |
| Q3 2024 | 862.8K | $101M | +0.87% |
| Q2 2024 | 779.1K | $90M | +0.95% |
| Q1 2024 | 745.4K | $87M | +1.01% |
| Q4 2023 | 728.0K | $73M | +0.93% |
| Q3 2023 | 692.8K | $81M | +1.26% |
| Q2 2023 | 7.5K | $72M | +1.04% |
| Q4 2022 | 650.0K | $57M | +1.29% |
| Q2 2022 | 605.4K | $52M | +1.17% |
| Q1 2022 | 598.3K | $49M | +1.08% |
| Q4 2021 | 517.2K | $32M | +0.75% |
| Q3 2021 | 512.9K | $30M | +0.83% |
| Q2 2021 | 473.2K | $30M | +0.83% |
| Q1 2021 | 441.8K | $25M | +0.78% |
| Q4 2020 | 384.4K | $16M | +0.56% |
| Q3 2020 | 374.2K | $13M | +0.55% |
| Q2 2020 | 350.1K | $16M | +0.67% |
| Q1 2020 | 307.8K | $12M | +0.57% |
| Q4 2019 | 309.8K | $22M | +0.89% |
| Q3 2019 | 243.6K | $17M | +0.85% |
| Q2 2019 | 239.1K | $18M | +1.14% |
| Q1 2019 | 228.9K | $18M | +1.78% |
| Q4 2018 | 201.9K | $14M | +1.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of EXMOC.