Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership75,438 shares
Latest Disclosed Value $ 12,798,864
Modera Wealth Management, LLC reports 3.77% increase in ownership of XOM / Exxon Mobil Corporation

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 75,438 shares of Exxon Mobil Corporation (MX:XOM) valued at $12,798,864 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 72,695 shares of Exxon Mobil Corporation. This represents a change in shares of 3.77% 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)
2026-05-06 2026-03-31 13F EXXON MOBIL COM 30231G102 75,438 2,743 3.77 12,799 46.30 0.1534
2026-01-21 2025-12-31 13F EXXON MOBIL COM 30231G102 72,695 1,047 1.46 8,748 8.29 0.1012
2025-10-31 2025-09-30 13F EXXON MOBIL COM 30231G102 71,648 -3,726 -4.94 8,078 -0.58 0.0936
2025-08-06 2025-06-30 13F EXXON MOBIL COM 30231G102 75,374 1,950 2.66 8,125 -6.95 0.1006
2025-05-08 2025-03-31 13F EXXON MOBIL COM 30231G102 73,424 -792 -1.07 8,732 9.38 0.1181
2025-02-06 2024-12-31 13F EXXON MOBIL COM 30231G102 74,216 813 1.11 7,983 -7.22 0.0964
2024-10-24 2024-09-30 13F EXXON MOBIL COM 30231G102 73,403 3,162 4.50 8,604 6.41 0.1095
2024-07-29 2024-06-30 13F EXXON MOBIL COM 30231G102 70,241 437 0.63 8,086 -0.35 0.1191
2024-05-14 2024-03-31 13F EXXON MOBIL COM 30231G102 69,804 3,382 5.09 8,114 22.20 0.1236
2024-02-14 2023-12-31 13F EXXON MOBIL COM 30231G102 66,422 365 0.55 6,641 -14.50 0.1099
2023-11-30 2023-09-30 13F/A-1 EXXON MOBIL COM 30231G102 66,057 -9,632 -12.73 7,767 -4.32 0.1464
2023-11-01 2023-09-30 13F EXXON MOBIL COM 30231G102 66,057 -9,632 7,767 0.1464
2023-08-07 2023-06-30 13F EXXON MOBIL COM 30231G102 75,689 40,500 115.09 8,118 110.39 0.1474
2023-05-05 2023-03-31 13F EXXON MOBIL COM 30231G102 35,189 1,585 4.72 3,859 4.10 0.1497
2023-02-07 2022-12-31 13F EXXON MOBIL COM 30231G102 33,604 1,002 3.07 3,706 30.17 0.1508
2022-11-01 2022-09-30 13F EXXON MOBIL COM 30231G102 32,602 -859 -2.57 2,847 -0.66 0.1442
2022-07-27 2022-06-30 13F EXXON MOBIL COM 30231G102 33,461 445 1.35 2,866 5.10 0.1365
2022-05-03 2022-03-31 13F EXXON MOBIL COM 30231G102 33,016 -1,414 -4.11 2,727 29.49 0.1207
2022-02-04 2021-12-31 13F EXXON MOBIL COM 30231G102 34,430 5,153 17.60 2,106 22.30 0.0804
2021-11-04 2021-09-30 13F EXXON MOBIL COM 30231G102 29,277 609 2.12 1,722 -4.76 0.0884
2021-08-02 2021-06-30 13F EXXON MOBIL COM 30231G102 28,668 -1,379 -4.59 1,808 7.75 0.0976
2021-04-29 2021-03-31 13F EXXON MOBIL COM 30231G102 30,047 -2,601 -7.97 1,678 24.76 0.1091
2021-02-11 2020-12-31 13F EXXON MOBIL COM 30231G102 32,648 2,186 7.18 1,345 28.59 0.1067
2020-11-12 2020-09-30 13F EXXON MOBIL COM 30231G102 30,462 7 0.02 1,046 -23.20 0.1551
2020-08-12 2020-06-30 13F EXXON MOBIL COM 30231G102 30,455 -3,878 -11.30 1,362 4.45 0.2174
2020-05-12 2020-03-31 13F EXXON MOBIL COM 30231G102 34,333 2,389 7.48 1,304 -41.50 0.2734
2020-02-05 2019-12-31 13F EXXON MOBIL COM 30231G102 31,944 1,030 3.33 2,229 2.11 0.3484
2019-11-12 2019-09-30 13F EXXON MOBIL COM 30231G102 30,914 998 3.34 2,183 -4.76 0.3627
2019-08-07 2019-06-30 13F EXXON MOBIL COM 30231G102 29,916 2,184 7.88 2,292 2.28 0.4184
2019-05-13 2019-03-31 13F EXXON MOBIL COM 30231G102 27,732 2,279 8.95 2,241 29.09 0.4197
2019-02-14 2018-12-31 13F EXXON MOBIL COM 30231G102 25,453 -3,261 -11.36 1,736 -28.88 0.3420
2018-11-09 2018-09-30 13F EXXON MOBIL COM 30231G102 28,714 3,367 13.28 2,441 16.40 0.4943
2018-08-09 2018-06-30 13F EXXON MOBIL COM 30231G102 25,347 692 2.81 2,097 14.03 0.4420
2018-05-10 2018-03-31 13F EXXON MOBIL COM 30231G102 24,655 128 0.52 1,839 -10.34 0.3815
2018-02-05 2017-12-31 13F EXXON MOBIL COM 30231G102 24,527 -620 -2.47 2,051 -0.53 0.4421
2017-11-14 2017-09-30 13F Exxon Mobil COM 30231G102 25,147 -2,828 -10.11 2,062 -8.68 0.4646
2017-08-10 2017-06-30 13F EXXON MOBIL COM 30231G102 27,975 333 1.20 2,258 -0.40 0.5485
2017-05-11 2017-03-31 13F EXXON MOBIL COM 30231G102 27,642 203 0.74 2,267 -8.48 0.5679
2017-02-10 2016-12-31 13F EXXON MOBIL COM 30231G102 27,439 2,037 8.02 2,477 14.25 0.8363
2017-02-10 2016-09-30 13F/A-1 EXXON MOBIL COM 30231G102 25,402 71 0.28 2,168 -8.68 0.7268
2016-11-10 2016-09-30 13F EXXON MOBIL COM 30231G102 25,402 2,168
2016-08-09 2016-06-30 13F EXXON MOBIL COM 30231G102 25,331 1,197 4.96 2,374 17.70 0.8299
2016-05-16 2016-03-31 13F EXXON MOBIL COM 30231G102 24,134 9,931 69.92 2,017 82.20 0.7046
2016-02-16 2015-12-31 13F EXXON MOBIL COM 30231G102 14,203 2,718 23.67 1,107 29.63 0.4374
2015-11-12 2015-09-30 13F EXXON MOBIL COM 30231G102 11,485 -1,894 -14.16 854 -23.27 0.3559
2015-12-15 2015-06-30 13F/A-1 EXXON MOBIL COM 30231G102 13,379 -191 -1.41 1,113 -3.39 0.4387
2015-08-10 2015-06-30 13F EXXON MOBIL COM 30231G102 13,379 1,113
2015-05-13 2015-03-31 13F EXXON MOBIL COM 30231G102 13,570 -531 -3.77 1,152 -11.66 0.4492
2015-02-11 2014-12-31 13F EXXON MOBIL COM 30231G102 14,101 -1,863 -11.67 1,304 -13.12 0.5060
2014-11-12 2014-09-30 13F EXXON MOBIL COM 30231G102 15,964 1,383 9.48 1,501 2.25 0.6353
2014-08-08 2014-06-30 13F EXXON MOBIL COM 30231G102 14,581 2,727 23.00 1,468 26.77 0.6667
2014-05-15 2014-03-31 13F/A-1 EXXON MOBIL COM 30231G102 11,854 -9,081 -43.38 1,158 -45.35 0.4595
2014-05-09 2014-03-31 13F EXXON MOBIL COM 30231G102 11,854 1,158
2014-01-23 2013-12-31 13F EXXON MOBIL COM 30231G102 20,935 2,690 14.74 2,119 34.97 0.8052
2013-11-08 2013-09-30 13F EXXON MOBIL COM 30231G102 18,245 -324 -1.74 1,570 -6.44 0.7531
2013-08-14 2013-06-30 13F EXXON MOBIL COM 30231G102 18,569 18,569 1,678 0.8621
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.