Herold Advisors, Inc. EXMOC holdings history
EXXON MOBIL CORP · CUSIP 30231G102 · CIK 1891713
As of 2026-06-30, Herold Advisors, Inc. reported 65.43K EXMOC (shares), valued at $8.95M, or 1.77% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 0.15%; reported value decreased 19.26%, and weight changed -0.66 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 | 1.77% | 65,431 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.43% | 65,330 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.76% | 65,587 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 1.69% | 64,851 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.55% | 68,563 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.70% | 64,955 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 1.46% | 62,204 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.01% | 39,576 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.03% | 38,582 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 1.04% | 36,869 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 0.97% | 35,112 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 1.21% | 33,852 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.21% | 33,852 | $3.98M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 0.97% | 35,112 | $3.51M | Shares increased 3.72%; reported value decreased 11.80%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 1.04% | 36,869 | $4.29M | Shares increased 5.00%; reported value increased 22.08%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.03% | 38,582 | $4.44M | Shares increased 4.65%; reported value increased 3.64%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 1.01% | 39,576 | $4.64M | Shares increased 2.58%; reported value increased 4.44%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.46% | 62,204 | $6.69M | Shares increased 57.18%; reported value increased 44.24%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.70% | 64,955 | $7.73M | Shares increased 4.42%; reported value increased 15.45%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.55% | 68,563 | $7.39M | Shares increased 5.55%; reported value decreased 4.33%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.69% | 64,851 | $7.31M | Shares decreased 5.41%; reported value decreased 1.06%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.76% | 65,587 | $7.89M | Shares increased 1.13%; reported value increased 7.94%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.43% | 65,330 | $11.08M | Shares decreased 0.39%; reported value increased 40.44%, and weight changed +0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.77% | 65,431 | $8.95M | Shares increased 0.15%; reported value decreased 19.26%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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