Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionElmwood Wealth Management, Inc.
Latest Disclosed Ownership4,410 shares
Latest Disclosed Value $ 748,201
Elmwood Wealth Management, Inc. ownership in XOM / Exxon Mobil Corporation

On April 9, 2026 - Elmwood Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 4,410 shares of Exxon Mobil Corporation (MX:XOM) valued at $748,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2024 disclosing 0 shares of Exxon Mobil Corporation.

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)
2026-04-09 2026-03-31 13F EXXON MOBIL COM 30231G102 4,410 4,410 748 0.2069
2024-01-30 2023-12-31 13F EXXON MOBIL COM 30231G102 0 -2,824 -100.00 0 -100.00
2023-11-15 2023-09-30 13F EXXON MOBIL COM 30231G102 2,824 10 0.36 332 10.30 0.1602
2023-08-10 2023-06-30 13F EXXON MOBIL COM 30231G102 2,814 0 0.00 302 -2.27 0.1407
2023-04-28 2023-03-31 13F EXXON MOBIL COM 30231G102 2,814 0 0.00 309 -0.65 0.1458
2023-01-26 2022-12-31 13F EXXON MOBIL COM 30231G102 2,814 0 0.00 310 26.02 0.1549
2022-11-14 2022-09-30 13F Exxon Mobil COM 30231G102 2,814 0 0.00 246 2.07 0.1228
2022-07-12 2022-06-30 13F Exxon Mobil COM 30231G102 2,814 -65 -2.26 241 1.26 0.1370
2022-05-16 2022-03-31 13F Exxon Mobil COM 30231G102 2,879 165 6.08 238 43.37 0.1219
2022-02-08 2021-12-31 13F Exxon Mobil COM 30231G102 2,714 -1,500 -35.60 166 -37.59 0.0792
2021-08-13 2021-06-30 13F Exxon Mobil COM 30231G102 4,214 1,500 55.27 266 75.00 0.1402
2021-05-13 2021-03-31 13F Exxon Mobil COM 30231G102 2,714 0 0.00 152 25.62 0.0927
2020-11-12 2020-09-30 13F Exxon Mobil COM 30231G102 2,714 0 0.00 121 0.00 0.0981
2020-08-13 2020-06-30 13F Exxon Mobil COM 30231G102 2,714 -13,956 -83.72 121 -90.27 0.0981
2020-05-12 2020-03-31 13F Exxon Mobil COM 30231G102 16,670 358 2.19 1,244 9.23 1.1894
2020-02-05 2019-12-31 13F Exxon Mobil COM 30231G102 16,312 375 2.35 1,138 1.16 0.9914
2019-11-13 2019-09-30 13F Exxon Mobil COM 30231G102 15,937 1,850 13.13 1,125 4.26 1.1376
2019-08-07 2019-06-30 13F Exxon Mobil COM 30231G102 14,087 275 1.99 1,079 -3.32 0.9539
2019-05-22 2019-03-31 13F Exxon Mobil COM 30231G102 13,812 -685 -4.73 1,116 12.84 1.0314
2019-02-14 2018-12-31 13F Exxon Mobil COM 30231G102 14,497 -783 -5.12 989 -23.86 0.9553
2018-10-11 2018-09-30 13F Exxon Mobil COM 30231G102 15,280 -965 -5.94 1,299 -3.28 1.0781
2018-08-21 2018-06-30 13F Exxon Mobil COM 30231G102 16,245 -425 -2.55 1,344 8.05 1.2224
2018-05-09 2018-03-31 13F Exxon Mobil COM 30231G102 16,670 16,670 1,244 1.1894
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.