Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionBell & Brown Wealth Advisors, Llc
Latest Disclosed Ownership74,942 shares
Latest Disclosed Value $ 12,714,671
Bell & Brown Wealth Advisors, Llc reports 0.10% decrease in ownership of XOM / Exxon Mobil Corporation

On May 11, 2026 - Bell & Brown Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 74,942 shares of Exxon Mobil Corporation (MX:XOM) valued at $12,714,671 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 75,017 shares of Exxon Mobil Corporation. This represents a change in shares of -0.10% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F EXXON MOBIL COM 30231G102 74,942 -75 -0.10 12,715 40.84 4.1242
2026-05-13 2025-12-31 13F/A-1 EXXON MOBIL COM 30231G102 75,017 -282 -0.37 9,028 6.33 2.9054
2026-01-30 2025-12-31 13F EXXON MOBIL COM 30231G102 74,942 -357 9,019 2.9066
2025-11-07 2025-09-30 13F EXXON MOBIL COM 30231G102 75,299 990 1.33 8,490 6.02 2.7798
2025-07-29 2025-06-30 13F EXXON MOBIL COM 30231G102 74,309 -491 -0.66 8,008 -9.98 2.8635
2025-05-07 2025-03-31 13F EXXON MOBIL COM 30231G102 74,800 509 0.69 8,896 11.33 3.4691
2025-05-07 2024-12-31 13F EXXON MOBIL COM 30231G102 74,291 799 1.09 7,992 -7.23 2.9741
2024-11-14 2024-09-30 13F EXXON MOBIL COM 30231G102 73,492 174 0.24 8,615 2.06 3.3673
2024-08-13 2024-06-30 13F EXXON MOBIL COM 30231G102 73,318 1,544 2.15 8,440 1.16 3.2335
2024-05-13 2024-03-31 13F EXXON MOBIL COM 30231G102 71,774 -989 -1.36 8,343 14.70 3.5711
2024-02-12 2023-12-31 13F EXXON MOBIL COM 30231G102 72,763 97 0.13 7,275 -6.66 3.3773
2023-08-15 2023-06-30 13F EXXON MOBIL COM 30231G102 72,666 561 0.78 7,794 -1.44 3.8999
2023-04-14 2023-03-31 13F EXXON MOBIL COM 30231G102 72,105 -6,217 -7.94 7,907 -8.46 4.2130
2023-02-10 2022-12-31 13F EXXON MOBIL COM 30231G102 78,322 -19,747 -20.14 8,639 0.89 4.7524
2022-10-26 2022-09-30 13F EXXON MOBIL COM 30231G102 98,069 -5,512 -5.32 8,562 -3.48 5.2861
2022-07-22 2022-06-30 13F EXXON MOBIL COM 30231G102 103,581 -3,929 -3.65 8,871 -0.09 4.7426
2022-05-02 2022-03-31 13F EXXON MOBIL COM 30231G102 107,510 -6,692 -5.86 8,879 -1.57 4.0219
2022-02-10 2021-12-31 13F EXXON MOBIL COM 30231G102 114,202 673 0.59 9,021 35.09 4.3547
2021-11-12 2021-09-30 13F EXXON MOBIL COM 30231G102 113,529 52,284 85.37 6,678 225.60 3.6009
2020-10-23 2020-09-30 13F EXXON MOBIL COM 30231G102 61,245 7,320 13.57 2,051 -13.68 1.4829
2020-08-07 2020-06-30 13F EXXON MOBIL COM 30231G102 53,925 19,976 58.84 2,376 53.09 1.8575
2020-05-11 2020-03-31 13F EXXON MOBIL COM 30231G102 33,949 443 1.32 1,552 -32.90 1.4407
2020-01-17 2019-12-31 13F EXXON MOBIL COM 30231G102 33,506 7,355 28.13 2,313 28.07 1.7240
2019-10-09 2019-09-30 13F EXXON MOBIL COM 30231G102 26,151 1,394 5.63 1,806 -4.80 1.4847
2019-08-06 2019-06-30 13F EXXON MOBIL COM 30231G102 24,757 -44 -0.18 1,897 -5.34 1.6715
2019-05-13 2019-03-31 13F EXXON MOBIL COM 30231G102 24,801 733 3.05 2,004 22.12 1.8264
2019-02-22 2018-12-31 13F/A-1 EXXON MOBIL COM 30231G102 24,068 -1,438 -5.64 1,641 -19.24 1.7556
2019-02-07 2018-12-31 13F EXXON MOBIL COM 30231G102 63,477 37,971 4,329
2018-11-13 2018-09-30 13F EXXON MOBIL COM 30231G102 25,506 1,564 6.53 2,032 2.57 1.8866
2018-07-31 2018-06-30 13F EXXON MOBIL COM 30231G102 23,942 2,057 9.40 1,981 18.34 1.9558
2018-05-02 2018-03-31 13F EXXON MOBIL COM 30231G102 21,885 232 1.07 1,674 -7.56 1.7621
2018-02-13 2017-12-31 13F EXXON MOBIL COM 30231G102 21,653 21,653 1,811 1.8766
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.