SEC 13F Intelligence

Precedent Wealth Partners, LLC / EXMOC

Precedent Wealth Partners, LLC’s Exxon Mobil Corp Position

Does Precedent Wealth Partners, LLC own Exxon Mobil Corp (EXMOC)? Yes — 34.9K shares worth $6M (+1.19% of its 13F portfolio) as of Q1 2026, down from 35.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
34.9K
% of Portfolio
+1.19%
Quarters Held
10
currently held

Position History EXMOC

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ4 ’24Q1 ’25: $6MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.9K$6M+1.19%
Q4 202535.9K$4M+0.91%
Q3 202535.0K$4M+0.87%
Q2 202533.9K$4M+0.90%
Q1 202548.8K$6M+1.61%
Q4 202422.1K$2M+0.78%
Q3 202421.9K$3M+0.85%
Q2 202419.8K$2M+0.92%
Q1 202417.2K$2M+0.86%
Q4 202316.3K$2M+0.83%

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