Sunbelt Securities, Inc. EXMOC holdings history
EXXON MOBIL CORP · CUSIP 30231G102 · CIK 1632932
As of 2026-03-31, Sunbelt Securities, Inc. reported 1.35M EXMOC (shares), valued at $229.29M, or 14.47% of its reported non-derivative portfolio. Filed 2026-05-18.
Verify history & sources →Shares decreased 1.22%; reported value increased 39.26%, and weight changed +3.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | 14.47% | 1,351,473 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 10.98% | 1,368,228 | SEC filing ↗Filed Feb 20, 2026 |
| Q3 2025 | 10.51% | 1,349,819 | SEC filing ↗Filed Nov 19, 2025 |
| Q2 2025 | 7.64% | 804,878 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 13.52% | 1,272,829 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 7.50% | 804,878 | SEC filing ↗Filed Feb 18, 2025 |
| Q3 2024 | 1.73% | 150,755 | SEC filing ↗Filed Nov 18, 2024 |
| Q2 2024 | 1.67% | 141,546 | SEC filing ↗Filed Aug 16, 2024 |
| Q1 2024 | 1.48% | 114,161 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 1.58% | 125,311 | SEC filing ↗Filed Feb 15, 2024 |
| Q3 2023 | 1.87% | 114,634 | SEC filing ↗Filed Dec 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.87% | 114,634 | $13.48M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 11, 2023 |
| Q4 2023 | 1.58% | 125,311 | $12.53M | Shares increased 9.31%; reported value decreased 7.05%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 1.48% | 114,161 | $13.27M | Shares decreased 8.90%; reported value increased 5.92%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.67% | 141,546 | $16.29M | Shares increased 23.99%; reported value increased 22.79%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q3 2024 | 1.73% | 150,755 | $17.67M | Shares increased 6.51%; reported value increased 8.45%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2024 |
| Q4 2024 | 7.50% | 804,878 | $85.12M | Shares increased 433.90%; reported value increased 381.70%, and weight changed +5.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 13.52% | 1,272,829 | $151.38M | Shares increased 58.14%; reported value increased 77.83%, and weight changed +6.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 7.64% | 804,878 | $86.58M | Shares decreased 36.76%; reported value decreased 42.80%, and weight changed -5.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 10.51% | 1,349,819 | $152.19M | Shares increased 67.70%; reported value increased 75.78%, and weight changed +2.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 19, 2025 |
| Q4 2025 | 10.98% | 1,368,228 | $164.65M | Shares increased 1.36%; reported value increased 8.19%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 20, 2026 |
| Q1 2026 | 14.47% | 1,351,473 | $229.29M | Shares decreased 1.22%; reported value increased 39.26%, and weight changed +3.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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