SEC 13F Intelligence

Naviter Wealth, LLC / EXMOC

Naviter Wealth, LLC’s Exxon Mobil Corp Position

Does Naviter Wealth, LLC own Exxon Mobil Corp (EXMOC)? Yes141.8K shares worth $24M (+3.01% of its 13F portfolio) as of Q1 2026, down from 142.1K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
141.8K
% of Portfolio
+3.01%
Quarters Held
18
currently held

Position History EXMOC

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $9MQ2 ’22: $10MQ3 ’22: $11MQ3 ’22Q4 ’22: $14MQ1 ’23: $14MQ2 ’23: $14MQ2 ’23Q3 ’23: $16MQ4 ’23: $14MQ1 ’24: $17MQ1 ’24Q2 ’24: $17MQ3 ’24: $18MQ4 ’24: $17MQ4 ’24Q1 ’25: $18MQ2 ’25: $16MQ3 ’25: $17MQ3 ’25Q4 ’25: $17MQ1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.8K$24M+3.01%
Q4 2025142.1K$17M+2.23%
Q3 2025149.0K$17M+1.96%
Q2 2025149.1K$16M+1.98%
Q1 2025153.6K$18M+2.19%
Q4 2024153.5K$17M+1.99%
Q3 2024150.1K$18M+2.45%
Q2 2024151.1K$17M+2.60%
Q1 2024142.8K$17M+2.72%
Q4 2023139.1K$14M+2.80%
Q3 2023135.3K$16M+3.84%
Q2 2023131.9K$14M+3.60%
Q1 2023125.9K$14M+4.83%
Q4 2022123.6K$14M+3.86%
Q3 2022123.5K$11M+4.40%
Q2 2022120.6K$10M+4.24%
Q1 2022107.5K$9M+2.96%
Q4 2021107.5K$7M+1.97%

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