Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionBeacon Wealthcare LLC
Latest Disclosed Ownership2,023 shares
Latest Disclosed Value $ 343,222
Beacon Wealthcare LLC ownership in XOM / Exxon Mobil Corporation

On April 1, 2026 - Beacon Wealthcare LLC filed a 13F-HR form disclosing ownership of 2,023 shares of Exxon Mobil Corporation (MX:XOM) valued at $343,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 2,023 shares of Exxon Mobil Corporation. This represents a change in shares of 0.00% 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)
2026-04-01 2026-03-31 13F Exxon Mobil COM 30231G102 2,023 0 0.00 343 41.15 0.1210
2026-01-06 2025-12-31 13F Exxon Mobil COM 30231G102 2,023 0 0.00 243 6.58 0.0836
2025-10-01 2025-09-30 13F Exxon Mobil COM 30231G102 2,023 0 0.00 228 4.59 0.0801
2025-07-08 2025-06-30 13F Exxon Mobil COM 30231G102 2,023 143 7.61 218 -2.24 0.0822
2025-04-02 2025-03-31 13F Exxon Mobil COM 30231G102 1,880 -278 -12.88 224 -3.88 0.0909
2025-01-03 2024-12-31 13F Exxon Mobil COM 30231G102 2,158 -167 -7.18 232 -14.71 0.0942
2024-10-08 2024-09-30 13F Exxon Mobil COM 30231G102 2,325 279 13.64 273 15.74 0.1099
2024-07-03 2024-06-30 13F Exxon Mobil COM 30231G102 2,046 103 5.30 236 4.44 0.1027
2024-04-12 2024-03-31 13F Exxon Mobil COM 30231G102 1,943 1,943 226 0.1030
2024-01-05 2023-12-31 13F Exxon Mobil COM 30231G102 0 -1,943 -100.00 0 -100.00
2023-10-10 2023-09-30 13F Exxon Mobil COM 30231G102 1,943 0 0.00 228 9.62 0.1207
2023-07-11 2023-06-30 13F Exxon Mobil COM 30231G102 1,943 0 0.00 208 -2.35 0.1063
2023-04-06 2023-03-31 13F Exxon Mobil COM 30231G102 1,943 0 0.00 213 -0.47 0.1114
2023-02-10 2022-12-31 13F Exxon Mobile COM 30231G102 1,943 1,943 214 0.1204
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.