Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionLifeSteps Financial, Inc.
Latest Disclosed Ownership11,948 shares
Latest Disclosed Value $ 2,027,075
LifeSteps Financial, Inc. reports 4.81% decrease in ownership of XOM / Exxon Mobil Corporation

On April 22, 2026 - LifeSteps Financial, Inc. filed a 13F-HR form disclosing ownership of 11,948 shares of Exxon Mobil Corporation (MX:XOM) valued at $2,027,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 12,552 shares of Exxon Mobil Corporation. This represents a change in shares of -4.81% 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)
2026-04-22 2026-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 11,948 -604 -4.81 2,027 34.24 1.2838
2026-01-28 2025-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,552 35 0.28 1,510 7.02 0.9667
2025-10-16 2025-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,517 36 0.29 1,411 4.91 0.9065
2025-07-23 2025-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,481 -364 -2.83 1,345 -11.92 0.9245
2025-04-23 2025-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,845 -166 -1.28 1,528 9.15 1.2388
2025-02-03 2024-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 13,011 434 3.45 1,400 -5.09 1.0738
2024-10-16 2024-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,577 -12 -0.10 1,474 1.73 1.1534
2024-07-17 2024-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,589 31 0.25 1,449 -0.69 1.1963
2024-04-26 2024-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,558 31 0.25 1,460 16.53 1.1016
2024-01-19 2023-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,527 35 0.28 1,252 -14.71 1.1107
2023-10-25 2023-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,492 28 0.22 1,469 9.88 1.4946
2023-07-14 2023-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 12,464 31 0.25 1,337 -1.98 1.3214
2023-04-12 2023-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,433 -480 -3.72 1,363 -4.28 1.4466
2023-01-18 2022-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,913 6,066 88.59 1,424 138.13 1.4835
2022-10-14 2022-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 6,847 1,783 35.21 598 37.79 0.6739
2022-07-13 2022-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 5,064 0 0.00 434 3.83 0.4524
2022-04-12 2022-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 5,064 40 0.80 418 36.16 0.3091
2022-01-26 2021-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 5,024 -10,850 -68.35 307 -67.13 0.2173
2021-10-06 2021-09-30 13F EXXON MOBIL COM 30231G102 15,874 0 0.00 934 -6.69 0.7146
2021-07-09 2021-06-30 13F EXXON MOBIL COM 30231G102 15,874 0 0.00 1,001 12.98 0.7689
2021-04-20 2021-03-31 13F EXXON MOBIL COM 30231G102 15,874 -530 -3.23 886 31.07 0.7398
2021-01-25 2020-12-31 13F EXXON MOBIL COM 30231G102 16,404 0 0.00 676 20.07 0.6201
2020-10-21 2020-09-30 13F EXXON MOBIL COM 30231G102 16,404 -11,499 -41.21 563 -54.89 0.5940
2020-08-05 2020-06-30 13F EXXON MOBIL COM 30231G102 27,903 -449 -1.58 1,248 15.88 1.4408
2020-05-21 2020-03-31 13F EXXON MOBIL COM 30231G102 28,352 -201 -0.70 1,077 -45.93 1.2397
2020-01-30 2019-12-31 13F EXXON MOBIL COM 30231G102 28,553 28,553 1,992 1.8800
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.