Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionJamison Private Wealth Management, Inc.
Latest Disclosed Ownership55,695 shares
Latest Disclosed Value $ 9,449,355
Jamison Private Wealth Management, Inc. reports 1.65% increase in ownership of XOM / Exxon Mobil Corporation

On April 27, 2026 - Jamison Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 55,695 shares of Exxon Mobil Corporation (MX:XOM) valued at $9,449,355 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 54,793 shares of Exxon Mobil Corporation. This represents a change in shares of 1.65% 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)
2026-04-27 2026-03-31 13F EXXON MOBIL COM 30231G102 55,695 902 1.65 9,449 43.32 1.1492
2026-01-15 2025-12-31 13F EXXON MOBIL COM 30231G102 54,793 1,126 2.10 6,594 8.98 0.8012
2025-10-14 2025-09-30 13F EXXON MOBIL COM 30231G102 53,667 1,348 2.58 6,051 7.27 0.7664
2025-07-22 2025-06-30 13F EXXON MOBIL COM 30231G102 52,319 -381 -0.72 5,640 -10.00 0.8098
2025-04-22 2025-03-31 13F EXXON MOBIL COM 30231G102 52,700 1,056 2.04 6,268 12.82 0.9552
2025-01-21 2024-12-31 13F EXXON MOBIL COM 30231G102 51,644 1,420 2.83 5,555 -5.64 0.8202
2024-10-15 2024-09-30 13F EXXON MOBIL COM 30231G102 50,224 2,055 4.27 5,887 6.17 0.8962
2024-07-11 2024-06-30 13F EXXON MOBIL COM 30231G102 48,169 2,782 6.13 5,545 5.12 0.9215
2024-04-26 2024-03-31 13F EXXON MOBIL COM 30231G102 45,387 698 1.56 5,276 18.09 0.8919
2024-01-17 2023-12-31 13F EXXON MOBIL COM 30231G102 44,689 330 0.74 4,468 -14.34 0.8366
2024-01-05 2023-09-30 13F EXXON MOBIL COM 30231G102 44,359 44,359 5,216 1.0784
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.