SEC 13F Intelligence

Approach Retirement Advisors, LLC / EXMOC

Approach Retirement Advisors, LLC’s Exxon Mobil Corp Position

Does Approach Retirement Advisors, LLC own Exxon Mobil Corp (EXMOC)? Yes — 8.9K shares worth $2M (+1.25% of its 13F portfolio) as of Q1 2026, up from 8.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
8.9K
% of Portfolio
+1.25%
Quarters Held
2
currently held

Position History EXMOC

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.9K$2M+1.25%
Q4 20258.9K$1M+0.92%

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