MITCHELL & PAHL PRIVATE WEALTH, LLC EXMOC holdings history
EXXON MOBIL CORP · CUSIP 30231G102 · CIK 1836506
As of 2026-06-30, MITCHELL & PAHL PRIVATE WEALTH, LLC reported 31.96K EXMOC (shares), valued at $4.37M, or 1.60% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 0.76%; reported value decreased 18.81%, and weight changed -0.58 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 | 1.60% | 31,956 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 2.18% | 31,716 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.60% | 32,025 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 1.50% | 31,657 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 1.51% | 31,760 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 1.73% | 31,178 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 1.56% | 31,005 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 1.67% | 30,609 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 1.73% | 28,410 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 1.75% | 28,627 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 1.63% | 28,676 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 2.24% | 32,142 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.24% | 32,142 | $3.78M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 1.63% | 28,676 | $2.87M | Shares decreased 10.78%; reported value decreased 24.14%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.75% | 28,627 | $3.33M | Shares decreased 0.17%; reported value increased 16.06%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 1.73% | 28,410 | $3.27M | Shares decreased 0.76%; reported value decreased 1.71%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 1.67% | 30,609 | $3.59M | Shares increased 7.74%; reported value increased 9.71%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 1.56% | 31,005 | $3.34M | Shares increased 1.29%; reported value decreased 7.04%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 1.73% | 31,178 | $3.71M | Shares increased 0.56%; reported value increased 11.18%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 1.51% | 31,760 | $3.42M | Shares increased 1.87%; reported value decreased 7.67%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 1.50% | 31,657 | $3.57M | Shares decreased 0.32%; reported value increased 4.25%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 1.60% | 32,025 | $3.85M | Shares increased 1.16%; reported value increased 7.97%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 2.18% | 31,716 | $5.38M | Shares decreased 0.96%; reported value increased 39.62%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 1.60% | 31,956 | $4.37M | Shares increased 0.76%; reported value decreased 18.81%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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