Windle Wealth, LLC EXMOC holdings history
EXXON MOBIL CORP · CUSIP 30231G102 · CIK 1963452
As of 2026-06-30, Windle Wealth, LLC reported 71.84K EXMOC (shares), valued at $9.82M, or 3.95% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 0.56%; reported value decreased 19.86%, and weight changed -1.23 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 | 3.95% | 71,845 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 5.18% | 72,246 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 4.00% | 74,270 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 3.67% | 72,835 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 3.76% | 71,311 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 4.12% | 67,259 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 3.64% | 61,241 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 3.75% | 58,926 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 3.81% | 54,254 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 4.44% | 59,999 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 3.91% | 55,824 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 4.91% | 55,968 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.91% | 55,968 | $6.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 3.91% | 55,824 | $5.58M | Shares decreased 0.26%; reported value decreased 15.19%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.44% | 59,999 | $6.97M | Shares increased 7.48%; reported value increased 24.96%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 3.81% | 54,254 | $6.25M | Shares decreased 9.58%; reported value decreased 10.45%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 3.75% | 58,926 | $6.91M | Shares increased 8.61%; reported value increased 10.59%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 3.64% | 61,241 | $6.59M | Shares increased 3.93%; reported value decreased 4.63%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 4.12% | 67,259 | $8.00M | Shares increased 9.83%; reported value increased 21.42%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 3.76% | 71,311 | $7.69M | Shares increased 6.02%; reported value decreased 3.90%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 3.67% | 72,835 | $8.21M | Shares increased 2.14%; reported value increased 6.83%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.00% | 74,270 | $8.94M | Shares increased 1.97%; reported value increased 8.84%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 5.18% | 72,246 | $12.26M | Shares decreased 2.73%; reported value increased 37.14%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 3.95% | 71,845 | $9.82M | Shares decreased 0.56%; reported value decreased 19.86%, and weight changed -1.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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