Transform Wealth, LLC’s Exxon Mobil Corp Position
Does Transform Wealth, LLC own Exxon Mobil Corp (EXMOC)? Yes — 150.6K shares worth $18M (+1.08% of its 13F portfolio) as of Q1 2025, down from 153.5K shares the prior filed quarter.
Position Value
$18M
Q1 2025
Shares
150.6K
% of Portfolio
+1.08%
Quarters Held
26
currently held
Position History EXMOC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 150.6K | $18M | +1.08% |
| Q4 2024 | 153.5K | $17M | +0.92% |
| Q3 2024 | 133.2K | $16M | +1.03% |
| Q2 2024 | 131.9K | $15M | +1.14% |
| Q1 2024 | 129.2K | $15M | +1.43% |
| Q4 2023 | 123.6K | $12M | +1.21% |
| Q3 2023 | 124.9K | $15M | +1.55% |
| Q2 2023 | 125.0K | $13M | +1.21% |
| Q1 2023 | 121.8K | $13M | +1.26% |
| Q4 2022 | 118.2K | $13M | +1.46% |
| Q3 2022 | 116.8K | $10M | +1.33% |
| Q2 2022 | 115.8K | $10M | +1.48% |
| Q1 2022 | 105.5K | $9M | +0.98% |
| Q4 2021 | 104.1K | $6M | +0.67% |
| Q3 2021 | 17.4K | $1M | +0.12% |
| Q2 2021 | 19.3K | $1M | +0.15% |
| Q1 2021 | 16.6K | $925,000 | +0.19% |
| Q4 2020 | 17.0K | $701,000 | +0.15% |
| Q3 2020 | 26.5K | $908,000 | +0.15% |
| Q2 2020 | 18.3K | $818,000 | +0.14% |
| Q1 2020 | 17.7K | $673,000 | +0.14% |
| Q4 2019 | 20.3K | $1M | +0.23% |
| Q3 2019 | 16.9K | $1M | +0.21% |
| Q2 2019 | 20.9K | $2M | +0.24% |
| Q1 2019 | 38.3K | $3M | +0.57% |
| Q4 2018 | 29.2K | $2M | +0.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of EXMOC.