Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionSOA Wealth Advisors, LLC.
Latest Disclosed Ownership24,741 shares
Latest Disclosed Value $ 1,186,855
SOA Wealth Advisors, LLC. reports 0.83% decrease in ownership of XOM / Exxon Mobil Corporation

On May 20, 2026 - SOA Wealth Advisors, LLC. filed a 13F-HR form disclosing ownership of 24,741 shares of Exxon Mobil Corporation (MX:XOM) valued at $1,186,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 24,948 shares of Exxon Mobil Corporation. This represents a change in shares of -0.83% 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)
2026-05-20 2026-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 24,741 -207 -0.83 1,187 36.17 0.2240
2026-01-20 2025-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 24,948 -29 -0.12 872 6.09 0.1472
2025-10-21 2025-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 24,977 217 0.88 821 7.74 0.1408
2025-07-18 2025-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 24,760 -572 -2.26 763 -9.18 0.1432
2025-04-14 2025-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 25,332 18,336 262.09 839 11.57 0.1752
2025-02-06 2024-12-31 13F/A-1 EXXON MOBIL CORP COM Stock 30231G102 6,996 1,595 29.53 753 18.80 0.1386
2025-01-28 2024-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 6,996 1,595 753 0.1386
2024-11-20 2024-09-30 13F/A-1 EXXON MOBIL CORP COM Stock 30231G102 5,401 5 0.09 633 1.93 0.1207
2024-10-09 2024-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 5,401 5 633 0.1207
2024-07-17 2024-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 5,396 607 12.67 621 11.69 0.1250
2024-04-10 2024-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 4,789 -197 -3.95 557 11.65 0.1153
2024-02-13 2023-12-31 13F/A-1 EXXON MOBIL CORP COM Stock 30231G102 4,986 204 4.27 498 -11.39 0.1109
2024-01-10 2023-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 4,986 204 498 0.1109
2023-10-10 2023-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 4,782 -206 -4.13 562 5.24 0.1398
2023-07-07 2023-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 4,988 5 0.10 535 -2.20 0.1253
2023-04-28 2023-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 4,983 -150 -2.92 546 -3.53 0.1346
2023-01-10 2022-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 5,133 179 3.61 566 31.02 0.1524
2022-10-07 2022-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 4,954 3 0.06 432 1.89 0.1300
2022-07-13 2022-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 4,951 3 0.06 424 3.92 0.1249
2022-04-07 2022-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 4,948 -350 -6.61 408 26.71 0.0995
2022-01-13 2021-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 5,298 -656 -11.02 322 -8.00 0.0780
2021-10-12 2021-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 5,954 15 0.25 350 -6.42 0.0897
2021-07-14 2021-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 5,939 301 5.34 374 19.11 0.0961
2021-04-26 2021-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 5,638 18 0.32 314 9.41 0.0878
2021-03-10 2020-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 5,620 5,620 287 0.0781
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.