SEC 13F Intelligence

Sun Group Wealth Partners / EXMOC

Sun Group Wealth Partners’s Exxon Mobil Corp Position

Does Sun Group Wealth Partners own Exxon Mobil Corp (EXMOC)? Yes16.6K shares worth $3M (+2.22% of its 13F portfolio) as of Q1 2026, up from 5.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
16.6K
% of Portfolio
+2.22%
Quarters Held
2
currently held

Position History EXMOC

Reported value by quarter
Q4 ’25: $660,184Q4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.6K$3M+2.22%
Q4 20255.5K$660,184+0.53%

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