Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionAsset Planning Services Inc /la/ /adv
Latest Disclosed Ownership47,780 shares
Latest Disclosed Value $ 8,106
Asset Planning Services Inc /la/ /adv reports 1.33% increase in ownership of XOM / Exxon Mobil Corporation

On April 21, 2026 - Asset Planning Services Inc /la/ /adv filed a 13F-HR form disclosing ownership of 47,780 shares of Exxon Mobil Corporation (MX:XOM) valued at $8,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 47,155 shares of Exxon Mobil Corporation. This represents a change in shares of 1.33% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F Exxon Mobil COM 30231G102 47,780 625 1.33 8 60.00 3.5544
2026-01-16 2025-12-31 13F Exxon Mobil COM 30231G102 47,155 -3,410 -6.74 6 0.00 2.5071
2025-10-16 2025-09-30 13F Exxon Mobil COM 30231G102 50,565 -700 -1.37 6 0.00 2.4021
2025-07-22 2025-06-30 13F Exxon Mobil COM 30231G102 51,265 585 1.15 6 -16.67 2.5407
2025-06-09 2025-03-31 13F/A-1 Exxon Mobil COM 30231G102 50,680 100 0.20 6 20.00 3.0640
2025-04-23 2025-03-31 13F Exxon Mobil COM 30231G102 50,680 100 6 3.0640
2025-01-17 2024-12-31 13F Exxon Mobil COM 30231G102 50,580 450 0.90 5 0.00 2.6528
2024-10-22 2024-09-30 13F Exxon Mobil COM 30231G102 50,130 1,400 2.87 6 0.00 2.9054
2024-07-25 2024-06-30 13F Exxon Mobil COM 30231G102 48,730 215 0.44 6 0.00 2.9602
2024-04-23 2024-03-31 13F Exxon Mobil COM 30231G102 48,515 250 0.52 6 25.00 3.1518
2024-01-16 2023-12-31 13F Exxon Mobil COM 30231G102 48,265 -500 -1.03 5 -20.00 2.9349
2023-10-19 2023-09-30 13F Exxon Mobil COM 30231G102 48,765 1,700 3.61 6 0.00 3.7646
2023-07-21 2023-06-30 13F Exxon Mobil COM 30231G102 47,065 510 1.10 5 0.00 3.1066
2023-04-21 2023-03-31 13F Exxon Mobil COM 30231G102 46,555 -370 -0.79 5 0.00 3.2324
2023-01-17 2022-12-31 13F/A-1 Exxon Mobil COM 30231G102 46,925 150 0.32 5 -99.88 3.2762
2023-01-17 2022-12-31 13F Exxon Mobil COM 30231G102 46,925 5
2022-10-19 2022-09-30 13F Exxon Mobil COM 30231G102 46,775 250 0.54 4,084 2.51 2.8683
2022-07-22 2022-06-30 13F Exxon Mobil COM 30231G102 46,525 43,500 1,438.02 3,984 1,493.60 2.6094
2022-04-22 2022-03-31 13F Exxon Mobil COM 30231G102 3,025 3,025 250 0.1432
2020-10-13 2020-09-30 13F Exxon Mobil COM 30231G102 0 -63,502 -100.00 0 -100.00
2020-07-14 2020-06-30 13F Exxon Mobil COM 30231G102 63,502 1,425 2.30 2,840 20.49 2.0502
2020-04-16 2020-03-31 13F Exxon Mobil COM 30231G102 62,077 400 0.65 2,357 -45.24 1.9460
2020-01-21 2019-12-31 13F Exxon Mobil COM 30231G102 61,677 3,275 5.61 4,304 4.36 2.7423
2019-10-22 2019-09-30 13F Exxon Mobil COM 30231G102 58,402 1,475 2.59 4,124 -5.46 2.6755
2019-07-25 2019-06-30 13F Exxon Mobil COM 30231G102 56,927 1,425 2.57 4,362 -2.74 2.8379
2019-04-30 2019-03-31 13F Exxon Mobil COM 30231G102 55,502 1,000 1.83 4,485 20.69 3.0717
2019-01-25 2018-12-31 13F/A-1 Exxon Mobil COM 30231G102 54,502 1,337 2.51 3,716 -17.79 2.8239
2019-01-24 2018-12-31 13F Exxon Mobil COM 30231G102 54,502 1,337 3,716
2018-11-06 2018-09-30 13F Exxon Mobil COM 30231G102 53,165 550 1.05 4,520 3.84 3.0943
2018-07-17 2018-06-30 13F Exxon Mobil COM 30231G102 52,615 3,450 7.02 4,353 18.68 3.1282
2018-04-17 2018-03-31 13F Exxon Mobil COM 30231G102 49,165 425 0.87 3,668 -10.03 2.7101
2018-01-25 2017-12-31 13F Exxon Mobil COM 30231G102 48,740 650 1.35 4,077 3.42 2.8719
2017-11-13 2017-09-30 13F Exxon Mobil COM 30231G102 48,090 4,615 10.62 3,942 12.31 3.1913
2017-08-08 2017-06-30 13F Exxon Mobil COM 30231G102 43,475 400 0.93 3,510 -0.65 2.9496
2017-05-08 2017-03-31 13F Exxon Mobil COM 30231G102 43,075 1,720 4.16 3,533 -5.36 3.0006
2017-02-07 2016-12-31 13F EXXON MOBIL COM 30231G102 41,355 41,355 3,733 3.5048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.