SEC 13F Intelligence

Aviso Wealth Management / EXMOC

Aviso Wealth Management’s Exxon Mobil Corp Position

Does Aviso Wealth Management own Exxon Mobil Corp (EXMOC)? Yes — 16.5K shares worth $3M (+1.26% of its 13F portfolio) as of Q1 2026, down from 17.2K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
16.5K
% of Portfolio
+1.26%
Quarters Held
10
currently held

Position History EXMOC

Reported value by quarter
Q4 ’23: $726,554Q4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.5K$3M+1.26%
Q4 202517.2K$2M+0.87%
Q3 202516.9K$2M+0.83%
Q2 202517.2K$2M+0.87%
Q1 202516.3K$2M+1.03%
Q4 202413.2K$1M+0.72%
Q3 202411.4K$1M+0.72%
Q2 202410.8K$1M+0.74%
Q1 202411.4K$1M+0.84%
Q4 20237.3K$726,554+0.53%

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