Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership23,805 shares
Latest Disclosed Value $ 4,038,738
Legacy Financial Advisors, Inc. reports 2.51% increase in ownership of XOM / Exxon Mobil Corporation

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 23,805 shares of Exxon Mobil Corporation (MX:XOM) valued at $4,038,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 23,221 shares of Exxon Mobil Corporation. This represents a change in shares of 2.51% 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)
2026-04-30 2026-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 23,805 584 2.51 4,039 44.52 0.5648
2026-02-04 2025-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 23,221 811 3.62 2,794 10.61 0.3865
2025-11-10 2025-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 22,410 -876 -3.76 2,527 0.64 0.3481
2025-08-07 2025-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 23,286 -5,827 -20.02 2,510 -27.50 0.3921
2025-05-14 2025-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 29,113 1,419 5.12 3,462 16.21 0.5790
2025-02-13 2024-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 27,694 -2,424 -8.05 2,979 -15.61 0.4925
2024-11-14 2024-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 30,118 1,506 5.26 3,530 7.20 0.5930
2024-08-13 2024-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 28,612 2,328 8.86 3,294 7.79 0.5865
2024-05-14 2024-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 26,284 1,027 4.07 3,055 20.99 0.5473
2024-02-13 2023-12-31 13F/A-1 EXXON MOBIL CORP COM Stock 30231G102 25,257 -763 -2.93 2,525 -17.46 0.4850
2024-02-06 2023-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 25,257 -763 2,525 0.4865
2023-11-13 2023-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 26,020 1,217 4.91 3,059 15.00 0.6123
2023-08-08 2023-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 24,803 762 3.17 2,660 0.91 0.4968
2023-05-03 2023-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 24,041 -3,354 -12.24 2,636 -12.74 0.5387
2023-02-06 2022-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 27,395 3,589 15.08 3,022 45.38 0.6510
2022-11-09 2022-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 23,806 1,582 7.12 2,078 9.20 0.4968
2022-08-08 2022-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 22,224 2,383 12.01 1,903 16.11 0.4731
2022-05-04 2022-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 19,841 -392 -1.94 1,639 32.39 0.3687
2022-02-04 2021-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 20,233 1,287 6.79 1,238 11.13 0.2840
2021-10-26 2021-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 18,946 -21 -0.11 1,114 -6.86 0.2731
2021-07-21 2021-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 18,967 1,392 7.92 1,196 21.92 0.3028
2021-04-28 2021-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 17,575 1,906 12.16 981 51.86 0.2688
2021-02-02 2020-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 15,669 2,121 15.66 646 38.92 0.1826
2020-11-09 2020-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 13,548 768 6.01 465 -18.71 0.1418
2020-08-07 2020-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,780 1,611 14.42 572 10.21 0.2056
2020-05-12 2020-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 11,169 711 6.80 519 -28.90 0.1924
2020-01-27 2019-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 10,458 -277 -2.58 730 -3.69 0.2309
2019-11-07 2019-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 10,735 -683 -5.98 758 -13.37 0.2520
2019-08-07 2019-06-30 13F EXXON MOBIL CORP COM COM 30231G102 11,418 -501 -4.20 875 -9.14 0.3094
2019-05-14 2019-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 11,919 644 5.71 963 25.23 0.3263
2019-01-16 2018-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 11,275 -162 -1.42 769 -20.88 0.2977
2018-10-30 2018-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 11,437 -2,152 -15.84 972 -14.13 0.3521
2018-07-17 2018-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 13,589 -391 -2.80 1,132 5.11 0.4296
2018-04-12 2018-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 13,980 -623 -4.27 1,077 -11.79 0.4282
2018-02-09 2017-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 14,603 14,603 1,221 0.5012
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.