SEC 13F Intelligence

Lgt Financial Advisors LLC / EXMOC

Lgt Financial Advisors LLC’s Exxon Mobil Corp Position

Does Lgt Financial Advisors LLC own Exxon Mobil Corp (EXMOC)? Yes7.9K shares worth $1M (+6.91% of its 13F portfolio) as of Q1 2026, up from 7.9K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
7.9K
% of Portfolio
+6.91%
Quarters Held
14
currently held

Position History EXMOC

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $903,975Q2 ’24Q3 ’24: $902,353Q4 ’24: $829,147Q4 ’24Q1 ’25: $917,043Q2 ’25: $896,435Q2 ’25Q3 ’25: $925,511Q4 ’25: $950,539Q4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.9K$1M+6.91%
Q4 20257.9K$950,539+5.82%
Q3 20258.2K$925,511+2.00%
Q2 20258.3K$896,435+2.27%
Q1 20257.7K$917,043+2.80%
Q4 20247.7K$829,147+1.83%
Q3 20247.7K$902,353+2.23%
Q2 20247.9K$903,975+1.91%
Q1 202432.7K$4M+4.41%
Q4 202332.8K$3M+4.01%
Q3 202332.8K$4M+4.90%
Q2 202333.4K$4M+3.81%
Q1 202333.3K$4M+6.80%
Q4 202233.3K$4M+4.31%

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