SEC 13F Intelligence

Jeppson Wealth Management, LLC / EXMOC

Jeppson Wealth Management, LLC’s Exxon Mobil Corp Position

Does Jeppson Wealth Management, LLC own Exxon Mobil Corp (EXMOC)? Yes — 49.8K shares worth $8M (+2.65% of its 13F portfolio) as of Q1 2026, down from 53.4K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
49.8K
% of Portfolio
+2.65%
Quarters Held
22
currently held

Position History EXMOC

Reported value by quarter
Q3 ’20: $825,000Q3 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $1MQ3 ’21Q4 ’21: $2MQ1 ’22: $2MQ2 ’22: $9MQ2 ’22Q3 ’22: $8MQ4 ’22: $8MQ1 ’23: $7MQ1 ’23Q2 ’23: $6MQ3 ’23: $7MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $7MQ2 ’25: $6MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.8K$8M+2.65%
Q4 202553.4K$6M+2.03%
Q3 202556.4K$6M+2.03%
Q2 202557.0K$6M+2.13%
Q1 202555.5K$7M+2.42%
Q4 202454.9K$6M+2.14%
Q3 202454.3K$6M+2.28%
Q2 202454.7K$6M+2.40%
Q1 202455.3K$6M+2.50%
Q4 202356.9K$6M+2.35%
Q3 202357.7K$7M+3.11%
Q2 202359.7K$6M+2.79%
Q1 202367.1K$7M+3.20%
Q4 202275.9K$8M+3.52%
Q3 202292.7K$8M+3.67%
Q2 2022102.7K$9M+3.78%
Q1 202223.6K$2M+0.91%
Q4 202125.1K$2M+0.74%
Q3 202125.3K$1M+0.78%
Q2 202125.8K$2M+0.89%
Q1 202126.0K$1M+0.86%
Q3 202024.0K$825,000+0.65%

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