Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionRobertson Stephens Wealth Management, LLC
Latest Disclosed Ownership43,037 shares
Latest Disclosed Value $ 7,301,674
Robertson Stephens Wealth Management, LLC reports 19.11% increase in ownership of XOM / Exxon Mobil Corporation

On April 28, 2026 - Robertson Stephens Wealth Management, LLC filed a 13F-HR form disclosing ownership of 43,037 shares of Exxon Mobil Corporation (MX:XOM) valued at $7,301,674 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 36,133 shares of Exxon Mobil Corporation. This represents a change in shares of 19.11% 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 43,037 6,904 19.11 7,302 67.92 0.2046
2026-02-02 2025-12-31 13F EXXON MOBIL COM 30231G102 36,133 785 2.22 4,348 9.11 0.1133
2025-11-12 2025-09-30 13F EXXON MOBIL COM 30231G102 35,348 5,602 18.83 3,986 24.30 0.1204
2025-07-24 2025-06-30 13F EXXON MOBIL COM 30231G102 29,746 -1,072 -3.48 3,207 -12.52 0.1020
2025-04-17 2025-03-31 13F EXXON MOBIL COM 30231G102 30,818 -1,313 -4.09 3,665 6.05 0.1260
2025-01-27 2024-12-31 13F EXXON MOBIL COM 30231G102 32,131 266 0.83 3,456 -7.47 0.1224
2024-11-12 2024-09-30 13F EXXON MOBIL COM 30231G102 31,865 -1,757 -5.23 3,735 -3.49 0.1354
2024-08-13 2024-06-30 13F EXXON MOBIL COM 30231G102 33,622 3,160 10.37 3,871 9.32 0.1949
2024-05-15 2024-03-31 13F EXXON MOBIL COM 30231G102 30,462 392 1.30 3,541 17.76 0.1878
2024-02-06 2023-12-31 13F EXXON MOBIL COM 30231G102 30,070 364 1.23 3,006 -13.92 0.1827
2023-11-13 2023-09-30 13F EXXON MOBIL COM 30231G102 29,706 -3 -0.01 3,493 9.60 0.2356
2023-08-11 2023-06-30 13F EXXON MOBIL COM 30231G102 29,709 -2,050 -6.45 3,186 -8.50 0.2254
2023-05-11 2023-03-31 13F EXXON MOBIL COM 30231G102 31,759 7,729 32.16 3,483 31.40 0.2680
2023-02-14 2022-12-31 13F EXXON MOBIL COM 30231G102 24,030 289 1.22 2,651 27.90 0.2581
2022-11-14 2022-09-30 13F Exxon Mobil COM 30231G102 23,741 -2,404 -9.19 2,072 -7.46 0.2162
2022-08-12 2022-06-30 13F Exxon Mobil COM 30231G102 26,145 -1,755 -6.29 2,239 -2.82 0.2112
2022-05-16 2022-03-31 13F Exxon Mobil COM 30231G102 27,900 3,935 16.42 2,304 57.16 0.1935
2022-02-14 2021-12-31 13F Exxon Mobil COM 30231G102 23,965 7,128 42.34 1,466 48.08 0.1233
2021-11-10 2021-09-30 13F Exxon Mobil COM 30231G102 16,837 -73 -0.43 990 -7.13 0.1118
2021-08-17 2021-06-30 13F Exxon Mobil COM 30231G102 16,910 -775 -4.38 1,066 8.00 0.1280
2021-05-07 2021-03-31 13F Exxon Mobil COM 30231G102 17,685 5,197 41.62 987 92.02 0.1579
2021-02-10 2020-12-31 13F Exxon Mobil COM 30231G102 12,488 -10,005 -44.48 514 -33.42 0.1074
2020-11-10 2020-09-30 13F Exxon Mobil COM 30231G102 22,493 12,236 119.29 772 68.56 0.1897
2020-08-12 2020-06-30 13F Exxon Mobil COM 30231G102 10,257 3,505 51.91 458 78.91 0.1321
2020-05-01 2020-03-31 13F Exxon Mobil COM 30231G102 6,752 6,752 256 0.0874
2020-02-14 2019-12-31 13F Exxon Mobil COM 30231G102 0 -6,631 -100.00 0 -100.00
2019-11-14 2019-09-30 13F Exxon Mobil COM 30231G102 6,631 6,631 468 0.2369
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.