Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership5,875 shares
Latest Disclosed Value $ 996,741
Institute for Wealth Management, LLC. reports 2.59% decrease in ownership of XOM / Exxon Mobil Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 5,875 shares of Exxon Mobil Corporation (MX:XOM) valued at $996,741 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 6,031 shares of Exxon Mobil Corporation. This represents a change in shares of -2.59% 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)
2026-05-14 2026-03-31 13F EXXON MOBIL COM 30231G102 5,875 -156 -2.59 997 37.38 0.1062
2026-01-27 2025-12-31 13F EXXON MOBIL COM 30231G102 6,031 -22 -0.36 726 6.30 0.0769
2025-10-17 2025-09-30 13F EXXON MOBIL COM 30231G102 6,053 -34 -0.56 682 3.96 0.0711
2025-07-18 2025-06-30 13F EXXON MOBIL COM 30231G102 6,087 -223 -3.53 656 -12.53 0.0732
2025-04-21 2025-03-31 13F EXXON MOBIL COM 30231G102 6,310 -116 -1.81 750 8.54 0.0963
2025-01-23 2024-12-31 13F EXXON MOBIL COM 30231G102 6,426 -317 -4.70 691 -12.53 0.0866
2024-11-12 2024-09-30 13F EXXON MOBIL COM 30231G102 6,743 -135 -1.96 790 -0.13 0.0997
2024-07-25 2024-06-30 13F EXXON MOBIL COM 30231G102 6,878 1,329 23.95 792 22.64 0.1061
2024-04-30 2024-03-31 13F EXXON MOBIL COM 30231G102 5,549 -609 -9.89 645 4.88 0.0831
2024-01-31 2023-12-31 13F EXXON MOBIL COM 30231G102 6,158 -254 -3.96 616 -18.33 0.0999
2023-10-13 2023-09-30 13F EXXON MOBIL COM 30231G102 6,412 -339 -5.02 754 4.01 0.1360
2023-07-25 2023-06-30 13F EXXON MOBIL COM 30231G102 6,751 -490 -6.77 724 -8.82 0.1221
2023-04-20 2023-03-31 13F EXXON MOBIL COM 30231G102 7,241 -130 -1.76 794 -2.22 0.1516
2023-02-02 2022-12-31 13F EXXON MOBIL COM 30231G102 7,371 159 2.20 813 28.89 0.1709
2022-10-18 2022-09-30 13F EXXON MOBIL COM 30231G102 7,212 29 0.40 630 2.44 0.1414
2022-07-25 2022-06-30 13F EXXON MOBIL COM 30231G102 7,183 -207 -2.80 615 0.82 0.1208
2022-04-29 2022-03-31 13F EXXON MOBIL COM 30231G102 7,390 -106 -1.41 610 32.90 0.0987
2022-01-21 2021-12-31 13F EXXON MOBIL COM 30231G102 7,496 -545 -6.78 459 -2.96 0.0748
2021-11-15 2021-09-30 13F EXXON MOBIL COM 30231G102 8,041 6 0.07 473 -6.71 0.0830
2021-07-21 2021-06-30 13F EXXON MOBIL COM 30231G102 8,035 -945 -10.52 507 1.20 0.0890
2021-05-04 2021-03-31 13F EXXON MOBIL COM 30231G102 8,980 -1,441 -13.83 501 16.51 0.0953
2021-02-01 2020-12-31 13F EXXON MOBIL COM 30231G102 10,421 -3,269 -23.88 430 -8.51 0.0855
2020-11-03 2020-09-30 13F EXXON MOBIL COM 30231G102 13,690 -4,145 -23.24 470 -41.10 0.1073
2020-07-30 2020-06-30 13F EXXON MOBIL COM 30231G102 17,835 153 0.87 798 18.93 0.1954
2020-04-29 2020-03-31 13F EXXON MOBIL COM 30231G102 17,682 -1,165 -6.18 671 -48.97 0.2069
2020-02-27 2019-12-31 13F/A-1 EXXON MOBIL COM 30231G102 18,847 -534 -2.76 1,315 -3.87 0.2969
2020-01-27 2019-12-31 13F EXXON MOBIL COM 30231G102 1,315 -18,066 1,315 305,369.3925
2019-10-28 2019-09-30 13F EXXON MOBIL COM 30231G102 19,381 -3,410 -14.96 1,368 -21.65 0.3448
2019-08-02 2019-06-30 13F EXXON MOBIL COM 30231G102 22,791 7,737 51.39 1,746 43.35 0.3865
2019-05-15 2019-03-31 13F EXXON MOBIL COM 30231G102 15,054 -14,129 -48.42 1,218 -38.79 0.2648
2019-02-08 2018-12-31 13F EXXON MOBIL COM 30231G102 29,183 10,145 53.29 1,990 21.34 0.8168
2018-10-29 2018-09-30 13F EXXON MOBIL COM 30231G102 19,038 -8,626 -31.18 1,640 -28.38 0.5535
2018-08-10 2018-06-30 13F EXXON MOBIL COM 30231G102 27,664 2,340 9.24 2,290 14.73 0.7297
2018-05-15 2018-03-31 13F EXXON MOBIL COM 30231G102 25,324 6,097 31.71 1,996 23.98 0.5883
2018-02-12 2017-12-31 13F EXXON MOBIL COM 30231G102 19,227 -1,745 -8.32 1,610 -6.29 0.3716
2017-11-14 2017-09-30 13F EXXON MOBIL COM 30231G102 20,972 -1 -0.00 1,718 1.48 0.5586
2017-08-14 2017-06-30 13F EXXON MOBIL COM 30231G102 20,973 20,973 2,521.62 1,693 2,251.39 0.4657
2013-11-04 2013-09-30 13F EXXON MOBIL COM 30231G102 0 -800 -100.00 0 -100.00
2013-08-13 2013-06-30 13F EXXON MOBIL COM 30231G102 800 800 72 0.0578
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.