Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionHolistic Financial Partners
Latest Disclosed Ownership9,705 shares
Latest Disclosed Value $ 1,646,551
Holistic Financial Partners reports 5.05% decrease in ownership of XOM / Exxon Mobil Corporation

On May 5, 2026 - Holistic Financial Partners filed a 13F-HR form disclosing ownership of 9,705 shares of Exxon Mobil Corporation (MX:XOM) valued at $1,646,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 10,221 shares of Exxon Mobil Corporation. This represents a change in shares of -5.05% 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)
2026-05-05 2026-03-31 13F EXXON MOBIL COM 30231G102 9,705 -516 -5.05 1,647 33.93 0.6120
2026-01-07 2025-12-31 13F EXXON MOBIL COM 30231G102 10,221 -120 -1.16 1,230 5.49 0.4460
2025-11-07 2025-09-30 13F EXXON MOBIL COM 30231G102 10,341 249 2.47 1,166 7.18 0.4774
2025-08-05 2025-06-30 13F EXXON MOBIL COM 30231G102 10,092 633 6.69 1,088 -3.29 0.4762
2025-05-06 2025-03-31 13F EXXON MOBIL COM 30231G102 9,459 21 0.22 1,125 10.74 0.5421
2025-02-04 2024-12-31 13F EXXON MOBIL COM 30231G102 9,438 479 5.35 1,015 -3.33 0.5042
2024-11-07 2024-09-30 13F EXXON MOBIL COM 30231G102 8,959 185 2.11 1,050 3.96 0.5054
2024-07-30 2024-06-30 13F EXXON MOBIL COM 30231G102 8,774 718 8.91 1,010 7.91 0.5068
2024-05-08 2024-03-31 13F EXXON MOBIL COM 30231G102 8,056 452 5.94 936 23.16 0.4758
2024-02-14 2023-12-31 13F/A-1 EXXON MOBIL COM 30231G102 7,604 1,284 20.32 760 2.29 0.4573
2024-02-12 2023-12-31 13F EXXON MOBIL COM 30231G102 7,604 1,284 760 0.4573
2023-11-08 2023-09-30 13F EXXON MOBIL COM 30231G102 6,320 135 2.18 743 12.07 0.4933
2023-08-09 2023-06-30 13F EXXON MOBIL COM 30231G102 6,185 135 2.23 663 0.00 0.4610
2023-05-04 2023-03-31 13F EXXON MOBIL COM 30231G102 6,050 50 0.83 663 0.30 0.5192
2023-02-07 2022-12-31 13F EXXON MOBIL COM 30231G102 6,000 6,000 662 0.5926
2022-11-09 2022-09-30 13F EXXON MOBIL COM 30231G102 0 -6,014 -100.00 0 -100.00
2022-08-02 2022-06-30 13F EXXON MOBIL COM 30231G102 6,014 -332 -5.23 515 -1.72 0.4858
2022-05-13 2022-03-31 13F Exxon Mobil Equities 30231G102 6,346 -1,467 -18.78 524 9.62 0.3330
2022-02-11 2021-12-31 13F Exxon Mobil Equities 30231G102 7,813 426 5.77 478 9.89 0.2771
2021-11-12 2021-09-30 13F Exxon Mobil Equities 30231G102 7,387 518 7.54 435 0.46 0.2682
2021-08-13 2021-06-30 13F Exxon Mobil Equities 30231G102 6,869 -413 -5.67 433 6.39 0.2584
2021-05-11 2021-03-31 13F Exxon Mobil Large-Cap Value 30231G102 7,282 -122 -1.65 407 33.44 0.2685
2021-02-10 2020-12-31 13F Exxon Mobil Equities 30231G102 7,404 -16 -0.22 305 20.55 0.2105
2020-11-13 2020-09-30 13F Exxon Mobil Large-Cap Value 30231G102 7,420 -160 -2.11 253 -25.37 0.2030
2020-08-13 2020-06-30 13F Exxon Mobil Equities 30231G102 7,580 320 4.41 339 22.83 0.2926
2020-05-05 2020-03-31 13F Exxon Mobil Equities 30231G102 7,260 -108 -1.47 276 -46.30 0.2862
2020-02-06 2019-12-31 13F Exxon Mobil Large-Cap Value 30231G102 7,368 4 0.05 514 -1.15 0.3074
2019-11-07 2019-09-30 13F Exxon Mobil Equities 30231G102 7,364 1,354 22.53 520 12.80 0.4612
2019-08-07 2019-06-30 13F Exxon Mobil Equities 30231G102 6,010 -1,256 -17.29 461 -21.47 0.4594
2019-05-07 2019-03-31 13F Exxon Mobil Equities 30231G102 7,266 -533 -6.83 587 10.34 0.2471
2019-02-11 2018-12-31 13F EXXON MOBIL COM 30231G102 7,799 180 2.36 532 -17.90 0.5544
2018-11-05 2018-09-30 13F EXXON MOBIL COM 30231G102 7,619 7,619 648 0.6046
2018-08-14 2018-06-30 13F EXXON MOBIL COM 30231G102 0 -7,644 -100.00 0 -100.00
2018-05-14 2018-03-31 13F EXXON MOBIL COM 30231G102 7,644 -100 -1.29 570 -12.04 0.4753
2018-02-09 2017-12-31 13F EXXON MOBIL COM 30231G102 7,744 7,744 648 0.5326
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.