SEC 13F Intelligence

Oaktrust Wealth Advisors, LLC / EXMOC

Oaktrust Wealth Advisors, LLC’s Exxon Mobil Corp Position

Does Oaktrust Wealth Advisors, LLC own Exxon Mobil Corp (EXMOC)? Yes7.3K shares worth $1M (+1.13% of its 13F portfolio) as of Q1 2026, down from 7.4K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
7.3K
% of Portfolio
+1.13%
Quarters Held
2
currently held

Position History EXMOC

Reported value by quarter
Q4 ’25: $884,685Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.3K$1M+1.13%
Q4 20257.4K$884,685+0.82%

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