SEC 13F Intelligence

Philip James Wealth Mangement, LLC / EXMOC

Philip James Wealth Mangement, LLC’s Exxon Mobil Corp Position

Does Philip James Wealth Mangement, LLC own Exxon Mobil Corp (EXMOC)? Yes — 440.2K shares worth $75M (+8.59% of its 13F portfolio) as of Q1 2026, down from 462.8K shares the prior filed quarter.

Position Value
$75M
Q1 2026
Shares
440.2K
% of Portfolio
+8.59%
Quarters Held
8
currently held

Position History EXMOC

Reported value by quarter
Q1 ’24: $208,634Q1 ’24Q3 ’24: $58MQ3 ’24Q4 ’24: $51MQ4 ’24Q1 ’25: $57MQ1 ’25Q2 ’25: $51MQ2 ’25Q3 ’25: $52MQ3 ’25Q4 ’25: $56MQ4 ’25Q1 ’26: $75MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026440.2K$75M+8.59%
Q4 2025462.8K$56M+6.45%
Q3 2025464.9K$52M+6.12%
Q2 2025469.7K$51M+6.46%
Q1 2025476.9K$57M+6.90%
Q4 2024477.8K$51M+6.64%
Q3 2024496.9K$58M+7.15%
Q1 20241.8K$208,634+0.15%

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