Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionPeak Financial Management, Inc.
Latest Disclosed Ownership2,926 shares
Latest Disclosed Value $ 496,506
Peak Financial Management, Inc. reports 3.80% increase in ownership of XOM / Exxon Mobil Corporation

On April 28, 2026 - Peak Financial Management, Inc. filed a 13F-HR form disclosing ownership of 2,926 shares of Exxon Mobil Corporation (MX:XOM) valued at $496,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,819 shares of Exxon Mobil Corporation. This represents a change in shares of 3.80% 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)
2026-04-28 2026-03-31 13F EXXON MOBIL COM 30231G102 2,926 107 3.80 497 46.31 0.1260
2026-01-23 2025-12-31 13F EXXON MOBIL COM 30231G102 2,819 -150 -5.05 339 1.50 0.0875
2025-10-09 2025-09-30 13F EXXON MOBIL COM 30231G102 2,969 0 0.00 335 4.38 0.0885
2025-07-23 2025-06-30 13F EXXON MOBIL COM 30231G102 2,969 0 0.00 320 -9.35 0.0910
2025-05-13 2025-03-31 13F EXXON MOBIL COM 30231G102 2,969 -1,844 -38.31 353 -31.72 0.1057
2025-01-22 2024-12-31 13F EXXON MOBIL COM 30231G102 4,813 665 16.03 518 6.38 0.1551
2024-10-15 2024-09-30 13F EXXON MOBIL COM 30231G102 4,148 319 8.33 486 10.45 0.1428
2024-07-23 2024-06-30 13F EXXON MOBIL COM 30231G102 3,829 500 15.02 441 13.99 0.1380
2024-04-23 2024-03-31 13F EXXON MOBIL COM 30231G102 3,329 -147 -4.23 387 11.24 0.1227
2024-01-18 2023-12-31 13F EXXON MOBIL COM 30231G102 3,476 1,000 40.39 348 19.24 0.1167
2023-10-25 2023-09-30 13F EXXON MOBIL COM 30231G102 2,476 -285 -10.32 291 -1.69 0.1059
2023-07-27 2023-06-30 13F EXXON MOBIL COM 30231G102 2,761 2,761 296 0.1054
2021-10-19 2021-09-30 13F EXXON MOBIL COM 30231G102 0 -4,246 -100.00 0 -100.00
2021-08-04 2021-06-30 13F EXXON MOBIL COM 30231G102 4,246 0 0.00 268 13.08 0.0910
2021-04-29 2021-03-31 13F EXXON MOBIL COM 30231G102 4,246 4,246 237 0.0859
2020-10-19 2020-09-30 13F EXXON MOBIL COM 30231G102 0 -4,841 -100.00 0 -100.00
2020-08-06 2020-06-30 13F EXXON MOBIL COM 30231G102 4,841 4,841 217 0.1019
2020-04-29 2020-03-31 13F EXXON MOBIL COM 30231G102 0 -5,044 -100.00 0 -100.00
2020-01-31 2019-12-31 13F EXXON MOBIL COM 30231G102 5,044 0 0.00 352 -1.12 0.1502
2019-10-28 2019-09-30 13F EXXON MOBIL COM 30231G102 5,044 -200 -3.81 356 -11.44 0.1581
2019-08-01 2019-06-30 13F EXXON MOBIL COM 30231G102 5,244 -270 -4.90 402 -9.87 0.1805
2019-05-01 2019-03-31 13F EXXON MOBIL COM 30231G102 5,514 200 3.76 446 23.20 0.2051
2019-01-30 2018-12-31 13F EXXON MOBIL COM 30231G102 5,314 0 0.00 362 -19.91 0.1781
2018-11-06 2018-09-30 13F EXXON MOBIL COM 30231G102 5,314 -250 -4.49 452 -1.74 0.2033
2018-07-19 2018-06-30 13F EXXON MOBIL COM 30231G102 5,564 -66 -1.17 460 9.52 0.2124
2018-05-08 2018-03-31 13F EXXON MOBIL COM 30231G102 5,630 -90 -1.57 420 -12.13 0.1997
2018-02-08 2017-12-31 13F EXXON MOBIL COM 30231G102 5,720 0 0.00 478 1.92 0.1811
2017-10-30 2017-09-30 13F EXXON MOBIL COM 30231G102 5,720 -235 -3.95 469 -2.49 0.1809
2017-08-14 2017-06-30 13F EXXON MOBIL COM 30231G102 5,955 -883 -12.91 481 -14.26 0.1883
2017-05-15 2017-03-31 13F EXXON MOBIL COM 30231G102 6,838 -1,548 -18.46 561 -25.89 0.2266
2017-02-15 2016-12-31 13F EXXON MOBIL COM 30231G102 8,386 -64 -0.76 757 2.57 0.3295
2016-12-15 2016-09-30 13F EXXON MOBIL COM 30231G102 8,450 0 0.00 738 -6.82 0.3193
2016-08-15 2016-06-30 13F EXXON MOBIL COM 30231G102 8,450 -736 -8.01 792 8.94 0.3532
2016-04-06 2015-12-31 13F EXXON MOBIL COM 30231G102 9,186 9,186 727 0.3074
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.