SEC 13F Intelligence

Institutional & Family Asset Management, LLC / EXMOC

Institutional & Family Asset Management, LLC’s Exxon Mobil Corp Position

Does Institutional & Family Asset Management, LLC own Exxon Mobil Corp (EXMOC)? Yes87.2K shares worth $10M (+1.53% of its 13F portfolio) as of Q2 2024, down from 88.5K shares the prior filed quarter.

Position Value
$10M
Q2 2024
Shares
87.2K
% of Portfolio
+1.53%
Quarters Held
23
currently held

Position History EXMOC

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $5MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $8MQ3 ’22Q4 ’22: $9MQ1 ’23: $9MQ2 ’23: $8MQ2 ’23Q3 ’23: $9MQ4 ’23: $7MQ1 ’24: $10MQ1 ’24Q2 ’24: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202487.2K$10M+1.53%
Q1 202488.5K$10M+1.64%
Q4 202374.7K$7M+1.23%
Q3 202378.0K$9M+1.50%
Q2 202378.4K$8M+1.37%
Q1 202384.1K$9M+1.52%
Q4 202283.9K$9M+1.54%
Q3 202297.3K$8M+1.51%
Q2 202294.1K$8M+1.39%
Q1 202294.3K$8M+1.22%
Q4 202193.5K$6M+0.89%
Q3 202192.5K$5M+0.87%
Q2 202191.2K$6M+0.95%
Q1 202189.0K$5M+0.96%
Q4 202092.7K$4M+0.80%
Q3 202098.0K$3M+0.78%
Q2 2020100.2K$4M+0.93%
Q1 2020106.1K$4M+0.93%
Q4 201976.1K$5M+1.12%
Q3 201972.5K$5M+1.12%
Q2 201971.5K$5M+1.18%
Q1 201973.8K$6M+1.26%
Q4 201874.1K$5M+1.13%

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