SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / EXMOC

Steward Partners Investment Advisory, LLC’s Exxon Mobil Corp Position

Does Steward Partners Investment Advisory, LLC own Exxon Mobil Corp (EXMOC)? Yes — 575.5K shares worth $98M (+0.50% of its 13F portfolio) as of Q1 2026, up from 539.6K shares the prior filed quarter.

Position Value
$98M
Q1 2026
Shares
575.5K
% of Portfolio
+0.50%
Quarters Held
30
currently held

Position History EXMOC

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $16MQ2 ’19: $26MQ3 ’19: $26MQ4 ’19: $26MQ4 ’19Q1 ’20: $14MQ2 ’20: $18MQ3 ’20: $13MQ4 ’20: $15MQ4 ’20Q1 ’21: $61.0BQ2 ’21: $35MQ3 ’21: $32MQ4 ’21: $36MQ4 ’21Q1 ’22: $54MQ2 ’22: $56MQ3 ’22: $52MQ4 ’22: $65MQ4 ’22Q1 ’23: $62MQ2 ’23: $62MQ3 ’23: $56MQ4 ’23: $49MQ4 ’23Q1 ’24: $63MQ2 ’24: $75MQ3 ’24: $80MQ4 ’24: $72MQ4 ’24Q1 ’25: $80MQ2 ’25: $73MQ3 ’25: $61MQ4 ’25: $65MQ4 ’25Q1 ’26: $98Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026575.5K$98M+0.50%
Q4 2025539.6K$65M+0.36%
Q3 2025541.7K$61M+0.35%
Q2 2025680.0K$73M+0.57%
Q1 2025669.1K$80M+0.70%
Q4 2024667.4K$72M+0.64%
Q3 2024679.5K$80M+0.74%
Q2 2024655.7K$75M+0.80%
Q1 2024544.6K$63M+0.70%
Q4 2023490.2K$49M+0.66%
Q3 2023479.5K$56M+0.87%
Q2 2023576.2K$62M+0.93%
Q1 2023568.3K$62M+1.00%
Q4 2022589.1K$65M+1.11%
Q3 2022594.1K$52M+0.97%
Q2 2022653.4K$56M+1.03%
Q1 2022652.8K$54M+0.83%
Q4 2021585.1K$36M+0.54%
Q3 2021549.1K$32M+0.56%
Q2 2021547.9K$35M+0.58%
Q1 20211.09M$61.0B+0.54%
Q4 2020368.4K$15M+0.33%
Q3 2020369.4K$13M+0.32%
Q2 2020396.1K$18M+0.50%
Q1 2020368.2K$14M+0.51%
Q4 2019379.1K$26M+0.78%
Q3 2019362.9K$26M+0.86%
Q2 2019338.4K$26M+0.95%
Q1 2019201.6K$16M+0.69%
Q4 2018156.1K$11M+0.52%

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