Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionShepherd Financial Partners LLC
Latest Disclosed Ownership24,684 shares
Latest Disclosed Value $ 4,187,832
Shepherd Financial Partners LLC reports 13.86% increase in ownership of XOM / Exxon Mobil Corporation

On May 11, 2026 - Shepherd Financial Partners LLC filed a 13F-HR form disclosing ownership of 24,684 shares of Exxon Mobil Corporation (MX:XOM) valued at $4,187,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,679 shares of Exxon Mobil Corporation. This represents a change in shares of 13.86% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F EXXON MOBIL COM 30231G102 24,684 3,005 13.86 4,188 60.54 0.3973
2026-02-10 2025-12-31 13F EXXON MOBIL COM 30231G102 21,679 4,475 26.01 2,609 34.50 0.2417
2025-11-07 2025-09-30 13F EXXON MOBIL COM 30231G102 17,204 888 5.44 1,940 10.30 0.1846
2025-08-13 2025-06-30 13F EXXON MOBIL COM 30231G102 16,316 9,588 142.51 1,759 119.75 0.1859
2025-04-18 2025-03-31 13F EXXON MOBIL COM 30231G102 6,728 312 4.86 800 15.94 0.0938
2025-01-28 2024-12-31 13F EXXON MOBIL COM 30231G102 6,416 69 1.09 690 -7.13 0.0825
2024-10-28 2024-09-30 13F EXXON MOBIL COM 30231G102 6,347 -145 -2.23 744 -0.54 0.0895
2024-08-08 2024-06-30 13F EXXON MOBIL COM 30231G102 6,492 -34 -0.52 747 -1.45 0.0964
2024-04-23 2024-03-31 13F EXXON MOBIL COM 30231G102 6,526 308 4.95 759 22.06 0.0993
2024-02-12 2023-12-31 13F EXXON MOBIL COM 30231G102 6,218 85 1.39 622 -13.87 0.0884
2023-11-08 2023-09-30 13F EXXON MOBIL COM 30231G102 6,133 2,447 66.39 721 82.53 0.1131
2023-08-11 2023-06-30 13F EXXON MOBIL COM 30231G102 3,686 -171 -4.43 395 -6.40 0.0613
2023-05-02 2023-03-31 13F EXXON MOBIL COM 30231G102 3,857 404 11.70 423 11.05 0.0707
2023-02-14 2022-12-31 13F EXXON MOBIL COM 30231G102 3,453 271 8.52 381 36.69 0.0689
2022-11-09 2022-09-30 13F EXXON MOBIL COM 30231G102 3,182 198 6.64 278 8.59 0.0542
2022-08-15 2022-06-30 13F EXXON MOBIL COM 30231G102 2,984 4 0.13 256 3.64 0.0498
2022-05-13 2022-03-31 13F EXXON MOBIL COM 30231G102 2,980 2,980 247 0.0441
2020-05-07 2020-03-31 13F EXXON MOBIL COM 30231G102 0 -3,534 -100.00 0 -100.00
2020-01-31 2019-12-31 13F EXXON MOBIL COM 30231G102 3,534 -2,903 -45.10 248 -45.61 0.0577
2019-11-25 2019-09-30 13F EXXON MOBIL COM 30231G102 6,437 -2,753 -29.96 456 -35.23 0.1143
2019-08-05 2019-06-30 13F EXXON MOBIL COM 30231G102 9,190 -353 -3.70 704 -8.69 0.1322
2019-04-29 2019-03-31 13F EXXON MOBIL COM 30231G102 9,543 -284 -2.89 771 15.25 0.1494
2019-02-07 2018-12-31 13F EXXON MOBIL COM 30231G102 9,827 64 0.66 669 -16.79 0.1455
2018-10-16 2018-09-30 13F EXXON MOBIL COM 30231G102 9,763 0 0.00 804 1.01 0.1816
2018-08-01 2018-06-30 13F EXXON MOBIL COM 30231G102 9,763 2,186 28.85 796 40.64 0.1790
2018-05-01 2018-03-31 13F EXXON MOBIL COM 30231G102 7,577 -891 -10.52 566 -20.17 0.1394
2018-02-14 2017-12-31 13F EXXON MOBIL COM 30231G102 8,468 754 9.77 709 12.36 0.1664
2017-11-13 2017-09-30 13F EXXON MOBIL COM 30231G102 7,714 -181 -2.29 631 -0.47 0.1465
2017-08-14 2017-06-30 13F EXXON MOBIL COM 30231G102 7,895 -1,296 -14.10 634 -16.36 0.1548
2017-05-08 2017-03-31 13F EXXON MOBIL COM 30231G102 9,191 101 1.11 758 -8.34 0.1966
2017-02-17 2016-12-31 13F/A-1 EXXON MOBIL COM 30231G102 9,090 9,090 827 0.2345
2017-02-15 2016-12-31 13F EXXON MOBIL COM 30231G102 12,528 1,179 0.4176
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.