Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionRoot Financial Partners, LLC
Latest Disclosed Ownership11,278 shares
Latest Disclosed Value $ 1,913,426
Root Financial Partners, LLC reports 6.72% increase in ownership of XOM / Exxon Mobil Corporation

On April 24, 2026 - Root Financial Partners, LLC filed a 13F-HR form disclosing ownership of 11,278 shares of Exxon Mobil Corporation (MX:XOM) valued at $1,913,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,568 shares of Exxon Mobil Corporation. This represents a change in shares of 6.72% 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)
2026-04-24 2026-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 11,278 710 6.72 1,913 50.51 0.0885
2026-02-10 2025-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 10,568 1,498 16.52 1,272 24.36 0.0650
2025-10-29 2025-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 9,070 712 8.52 1,023 13.56 0.0630
2025-08-11 2025-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 8,358 766 10.09 901 -0.22 0.0871
2025-04-25 2025-03-31 13F EXXON MOBIL COM 30231G102 7,592 -240 -3.06 903 7.13 0.0962
2025-01-30 2024-12-31 13F EXXON MOBIL COM 30231G102 7,832 1,865 31.26 843 20.46 0.1044
2024-11-01 2024-09-30 13F EXXON MOBIL COM 30231G102 5,967 1,771 42.21 699 44.72 0.1119
2024-08-05 2024-06-30 13F EXXON MOBIL COM 30231G102 4,196 761 22.15 483 21.05 0.1131
2024-04-24 2024-03-31 13F EXXON MOBIL COM 30231G102 3,435 1,381 67.23 399 94.63 0.1184
2024-01-30 2023-12-31 13F EXXON MOBIL COM 30231G102 2,054 199 10.73 205 -5.96 0.0771
2023-10-19 2023-09-30 13F EXXON MOBIL COM 30231G102 1,855 1,855 218 0.1155
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.