Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership67,024 shares
Latest Disclosed Value $ 11,371,262
Sound View Wealth Advisors Group, LLC reports 1.31% decrease in ownership of XOM / Exxon Mobil Corporation

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 67,024 shares of Exxon Mobil Corporation (MX:XOM) valued at $11,371,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 67,917 shares of Exxon Mobil Corporation. This represents a change in shares of -1.31% 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)
2026-05-06 2026-03-31 13F EXXON MOBIL COM 30231G102 67,024 -893 -1.31 11,371 39.13 0.7735
2026-01-08 2025-12-31 13F EXXON MOBIL COM 30231G102 67,917 1,413 2.12 8,173 9.00 0.5483
2025-11-10 2025-09-30 13F EXXON MOBIL COM 30231G102 66,504 2,844 4.47 7,498 9.27 0.5154
2025-08-07 2025-06-30 13F EXXON MOBIL COM 30231G102 63,660 1,128 1.80 6,863 -7.72 0.5070
2025-05-08 2025-03-31 13F EXXON MOBIL COM 30231G102 62,532 -7,043 -10.12 7,437 -0.64 0.6102
2025-02-07 2024-12-31 13F EXXON MOBIL COM 30231G102 69,575 2,547 3.80 7,484 -4.74 0.6027
2024-11-12 2024-09-30 13F EXXON MOBIL COM 30231G102 67,028 7,119 11.88 7,857 13.92 0.6413
2024-08-05 2024-06-30 13F EXXON MOBIL COM 30231G102 59,909 10,750 21.87 6,897 20.69 0.7109
2024-05-09 2024-03-31 13F EXXON MOBIL COM 30231G102 49,159 -4,380 -8.18 5,714 6.76 0.6091
2024-02-08 2023-12-31 13F EXXON MOBIL COM 30231G102 53,539 -113 -0.21 5,353 -15.16 0.5905
2023-11-07 2023-09-30 13F EXXON MOBIL COM 30231G102 53,652 6,859 14.66 6,308 25.71 0.7846
2023-08-08 2023-06-30 13F EXXON MOBIL COM 30231G102 46,793 266 0.57 5,019 -1.65 0.6579
2023-05-12 2023-03-31 13F EXXON MOBIL COM 30231G102 46,527 -7,012 -13.10 5,102 -4.67 0.7002
2024-02-13 2022-12-31 13F/A-1 EXXON MOBIL COM 30231G102 53,539 17,890 50.18 5,353 71.92 0.5905
2023-02-08 2022-12-31 13F EXXON MOBIL COM 30231G102 33,851 -1,798 3,734 0.7896
2022-11-08 2022-09-30 13F EXXON MOBIL COM 30231G102 35,649 -1,545 -4.15 3,113 -2.26 0.6981
2022-08-05 2022-06-30 13F EXXON MOBIL COM 30231G102 37,194 -792 -2.08 3,185 1.53 0.6667
2022-05-11 2022-03-31 13F EXXON MOBIL COM 30231G102 37,986 1,321 3.60 3,137 39.80 0.5964
2022-01-20 2021-12-31 13F EXXON MOBIL COM 30231G102 36,665 6,463 21.40 2,244 26.35 0.4241
2021-10-21 2021-09-30 13F EXXON MOBIL COM 30231G102 30,202 5,384 21.69 1,776 13.41 0.3709
2021-07-21 2021-06-30 13F EXXON MOBIL COM 30231G102 24,818 -2,413 -8.86 1,566 3.03 0.3292
2021-04-28 2021-03-31 13F EXXON MOBIL COM 30231G102 27,231 -2,811 -9.36 1,520 22.78 0.3539
2021-02-02 2020-12-31 13F EXXON MOBIL COM 30231G102 30,042 -3,033 -9.17 1,238 9.07 0.3025
2020-11-09 2020-09-30 13F EXXON MOBIL COM 30231G102 33,075 -5,594 -14.47 1,135 -34.36 0.2989
2020-08-07 2020-06-30 13F EXXON MOBIL COM 30231G102 38,669 -4,812 -11.07 1,729 4.72 0.4869
2020-05-12 2020-03-31 13F EXXON MOBIL COM 30231G102 43,481 -13,650 -23.89 1,651 -58.59 0.5704
2020-01-27 2019-12-31 13F EXXON MOBIL COM 30231G102 57,131 -1,065 -1.83 3,987 -2.97 1.1253
2019-11-07 2019-09-30 13F EXXON MOBIL COM 30231G102 58,196 -5,136 -8.11 4,109 -15.33 1.2246
2019-08-07 2019-06-30 13F EXXON MOBIL COM 30231G102 63,332 63,332 4,853 1.4347
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.