Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership181,116 shares
Latest Disclosed Value $ 30,728,097
Geneos Wealth Management Inc. reports 4.04% decrease in ownership of XOM / Exxon Mobil Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 181,116 shares of Exxon Mobil Corporation (MX:XOM) valued at $30,728,097 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 188,743 shares of Exxon Mobil Corporation. This represents a change in shares of -4.04% 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)
2026-05-04 2026-03-31 13F EXXON MOBIL COM 30231G102 181,116 -7,627 -4.04 30,728 35.29 0.7129
2026-01-28 2025-12-31 13F EXXON MOBIL COM 30231G102 188,743 -7,089 -3.62 22,713 2.87 0.5556
2025-10-22 2025-09-30 13F EXXON MOBIL COM 30231G102 195,832 -16,901 -7.94 22,080 -3.72 0.5602
2025-08-18 2025-06-30 13F EXXON MOBIL COM 30231G102 212,733 59,532 38.86 22,933 25.86 0.5603
2025-05-21 2025-03-31 13F/A-1 EXXON MOBIL COM 30231G102 153,201 67,655 79.09 18,220 98.00 0.6104
2025-05-08 2025-03-31 13F EXXON MOBIL COM 30231G102 183,361 97,815 25,823 0.6520
2025-01-21 2024-12-31 13F EXXON MOBIL COM 30231G102 85,546 5,061 6.29 9,202 -2.46 0.3223
2024-11-14 2024-09-30 13F EXXON MOBIL COM 30231G102 80,485 9,254 12.99 9,434 15.05 0.3600
2024-07-23 2024-06-30 13F EXXON MOBIL COM 30231G102 71,231 -1,193 -1.65 8,200 -2.59 0.3640
2024-05-03 2024-03-31 13F EXXON MOBIL COM 30231G102 72,424 8,726 13.70 8,419 32.19 0.3855
2024-01-26 2023-12-31 13F EXXON MOBIL COM 30231G102 63,698 -6,075 -8.71 6,369 -22.37 0.3145
2023-10-11 2023-09-30 13F EXXON MOBIL COM 30231G102 69,773 -1,573 -2.20 8,204 7.21 0.4224
2023-08-08 2023-06-30 13F EXXON MOBIL COM 30231G102 71,346 7,487 11.72 7,652 9.27 0.4008
2023-04-25 2023-03-31 13F EXXON MOBIL COM 30231G102 63,859 -16,422 -20.46 7,003 -20.92 0.4252
2023-01-31 2022-12-31 13F EXXON MOBIL COM 30231G102 80,281 -147 -0.18 8,855 26.09 0.5363
2022-11-14 2022-09-30 13F EXXON MOBIL COM 30231G102 80,428 -145,048 -64.33 7,022 -64.43 0.4836
2022-07-22 2022-06-30 13F EXXON MOBIL COM 30231G102 225,476 -7,469 -3.21 19,740 2.61 0.9751
2022-05-16 2022-03-31 13F EXXON MOBIL COM 30231G102 232,945 -74,702 -24.28 19,238 2.20 0.8263
2022-02-09 2021-12-31 13F EXXON MOBIL COM 30231G102 307,647 -99,995 -24.53 18,824 -24.21 0.7167
2021-11-09 2021-09-30 13F EXXON MOBIL COM 30231G102 407,642 5,389 1.34 24,837 -2.26 0.9515
2021-07-08 2021-06-30 13F EXXON MOBIL COM 30231G102 402,253 -16,486 -3.94 25,410 6.02 0.9911
2021-06-17 2021-03-31 13F EXXON MOBIL COM 30231G102 418,739 -3,121 -0.74 23,968 1.52 0.6690
2021-05-19 2020-12-31 13F EXXON MOBIL COM 30231G102 421,860 32,102 8.24 23,610 74.88 0.9481
2021-09-07 2020-09-30 13F EXXON MOBIL COM 30231G102 389,758 -15,943 -3.93 13,501 -23.71 0.6998
2021-09-07 2020-06-30 13F EXXON MOBIL COM 30231G102 405,701 11,008 2.79 17,696 20.95 0.9842
2021-09-07 2020-03-31 13F EXXON MOBIL COM 30231G102 394,693 36,817 10.29 14,631 -41.50 0.9829
2021-09-07 2019-12-31 13F EXXON MOBIL COM 30231G102 357,876 908 0.25 25,012 -1.98 1.3345
2021-09-07 2019-09-30 13F EXXON MOBIL COM 30231G102 356,968 -7,262 -1.99 25,516 -8.58 1.5238
2021-09-07 2019-06-30 13F EXXON MOBIL COM 30231G102 364,230 -4,514 -1.22 27,910 -6.32 1.7310
2021-09-07 2019-03-31 13F EXXON MOBIL COM 30231G102 368,744 -5,579 -1.49 29,794 16.76 1.9659
2021-09-07 2018-12-31 13F EXXON MOBIL COM 30231G102 374,323 14,782 4.11 25,517 -16.52 1.8877
2021-09-07 2018-09-30 13F EXXON MOBIL COM 30231G102 359,541 5,103 1.44 30,568 4.25 2.0354
2021-09-07 2018-06-30 13F EXXON MOBIL COM 30231G102 354,438 -19,163 -5.13 29,322 5.19 2.2856
2021-09-07 2018-03-31 13F EXXON MOBIL COM 30231G102 373,601 -3,391 -0.90 27,874 -11.60 2.4342
2021-09-07 2017-12-31 13F EXXON MOBIL COM 30231G102 376,992 1,178 0.31 31,531 2.34 2.8175
2021-09-07 2017-09-30 13F EXXON MOBIL COM 30231G102 375,814 -11,242 -2.90 30,809 -1.40 3.0606
2021-09-07 2017-06-30 13F EXXON MOBIL COM 30231G102 387,056 -3,876 -0.99 31,247 -2.54 3.2053
2021-09-07 2017-03-31 13F EXXON MOBIL COM 30231G102 390,932 9,411 2.47 32,060 -6.90 3.3341
2021-09-07 2016-12-31 13F EXXON MOBIL COM 30231G102 381,521 486 0.13 34,436 3.55 4.5429
2021-09-07 2016-09-30 13F EXXON MOBIL COM 30231G102 381,035 -10,620 -2.71 33,256 -9.51 4.4779
2021-09-07 2016-06-30 13F EXXON MOBIL COM 30231G102 391,655 -12,565 -3.11 36,752 9.60 5.3323
2021-09-07 2016-03-31 13F EXXON MOBIL COM 30231G102 404,220 404,220 33,534 5.1268
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.