Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionSummit Financial Strategies, Inc.
Latest Disclosed Ownership12,257 shares
Latest Disclosed Value $ 2,079,544
Summit Financial Strategies, Inc. reports 1.71% increase in ownership of XOM / Exxon Mobil Corporation

On May 1, 2026 - Summit Financial Strategies, Inc. filed a 13F-HR form disclosing ownership of 12,257 shares of Exxon Mobil Corporation (MX:XOM) valued at $2,079,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 12,051 shares of Exxon Mobil Corporation. This represents a change in shares of 1.71% 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)
2026-05-01 2026-03-31 13F EXXON MOBIL COM 30231G102 12,257 206 1.71 2,080 43.38 0.1639
2026-01-27 2025-12-31 13F EXXON MOBIL COM 30231G102 12,051 216 1.83 1,450 8.70 0.1192
2025-10-22 2025-09-30 13F EXXON MOBIL COM 30231G102 11,835 -400 -3.27 1,334 1.21 0.1144
2025-07-17 2025-06-30 13F EXXON MOBIL COM 30231G102 12,235 -133 -1.08 1,319 -10.34 0.1221
2025-05-12 2025-03-31 13F EXXON MOBIL COM 30231G102 12,368 -974 -7.30 1,471 2.44 0.1484
2025-01-22 2024-12-31 13F EXXON MOBIL COM 30231G102 13,342 1,498 12.65 1,435 3.39 0.1584
2024-10-16 2024-09-30 13F EXXON MOBIL COM 30231G102 11,844 0 0.00 1,388 1.83 0.1563
2024-07-19 2024-06-30 13F EXXON MOBIL COM 30231G102 11,844 -676 -5.40 1,363 -6.32 0.1696
2024-05-09 2024-03-31 13F EXXON MOBIL COM 30231G102 12,520 -107 -0.85 1,455 15.29 0.2030
2024-02-13 2023-12-31 13F EXXON MOBIL COM 30231G102 12,627 -1 -0.01 1,262 -14.96 0.1929
2023-10-24 2023-09-30 13F EXXON MOBIL COM 30231G102 12,628 -851 -6.31 1,485 2.70 0.2828
2023-07-21 2023-06-30 13F EXXON MOBIL COM 30231G102 13,479 -223 -1.63 1,446 -3.79 0.2696
2023-04-21 2023-03-31 13F EXXON MOBIL COM 30231G102 13,702 -10 -0.07 1,503 -0.66 0.2960
2023-01-20 2022-12-31 13F EXXON MOBIL COM 30231G102 13,712 -1,283 -8.56 1,512 15.51 0.3256
2022-10-21 2022-09-30 13F EXXON MOBIL COM 30231G102 14,995 830 5.86 1,309 7.91 0.3108
2022-07-25 2022-06-30 13F EXXON MOBIL COM 30231G102 14,165 -690 -4.64 1,213 -1.14 0.2840
2022-05-04 2022-03-31 13F EXXON MOBIL COM 30231G102 14,855 -1,213 -7.55 1,227 24.82 0.2470
2022-02-03 2021-12-31 13F EXXON MOBIL COM 30231G102 16,068 -500 -3.02 983 0.82 0.1897
2021-11-10 2021-09-30 13F EXXON MOBIL COM 30231G102 16,568 7,088 74.77 975 63.04 0.1863
2021-08-11 2021-06-30 13F EXXON MOBIL COM 30231G102 9,480 2,303 32.09 598 49.13 0.1184
2021-05-11 2021-03-31 13F EXXON MOBIL COM 30231G102 7,177 -554 -7.17 401 25.71 0.1435
2021-02-05 2020-12-31 13F EXXON MOBIL COM 30231G102 7,731 -1,251 -13.93 319 3.57 0.1096
2020-11-16 2020-09-30 13F EXXON MOBIL COM 30231G102 8,982 -57 -0.63 308 -23.76 0.1255
2020-07-31 2020-06-30 13F EXXON MOBIL COM 30231G102 9,039 -259 -2.79 404 14.45 0.1796
2020-05-11 2020-03-31 13F EXXON MOBIL COM 30231G102 9,298 4,926 112.67 353 15.74 0.1915
2020-02-11 2019-12-31 13F EXXON MOBIL COM 30231G102 4,372 782 21.78 305 20.08 0.1492
2019-11-14 2019-09-30 13F EXXON MOBIL COM 30231G102 3,590 -459 -11.34 254 -18.06 0.1221
2019-08-08 2019-06-30 13F EXXON MOBIL COM 30231G102 4,049 1,233 43.79 310 35.96 0.1505
2019-05-14 2019-03-31 13F EXXON MOBIL COM 30231G102 2,816 -241 -7.88 228 9.62 0.1157
2019-02-06 2018-12-31 13F EXXON MOBIL COM 30231G102 3,057 -42 -1.36 208 -20.91 0.1167
2018-11-08 2018-09-30 13F EXXON MOBIL COM 30231G102 3,099 50 1.64 263 4.37 0.1199
2018-08-03 2018-06-30 13F EXXON MOBIL COM 30231G102 3,049 -363 -10.64 252 -1.18 0.1224
2018-05-14 2018-03-31 13F EXXON MOBIL COM 30231G102 3,412 -418 -10.91 255 -20.31 0.1321
2018-01-29 2017-12-31 13F EXXON MOBIL COM 30231G102 3,830 -401 -9.48 320 -7.78 0.1675
2017-11-09 2017-09-30 13F EXXON MOBIL COM 30231G102 4,231 -1,932 -31.35 347 -30.32 0.2002
2017-08-01 2017-06-30 13F EXXON MOBIL COM 30231G102 6,163 6,163 498 0.3003
2017-05-15 2017-03-31 13F EXXON MOBIL COM 30231G102 0 -5,267 -100.00 0 -100.00
2017-02-08 2016-12-31 13F EXXON MOBIL COM 30231G102 5,267 182 3.58 475 6.98 0.3247
2016-11-10 2016-09-30 13F EXXON MOBIL COM 30231G102 5,085 -204 -3.86 444 -10.48 0.3114
2016-07-27 2016-06-30 13F EXXON MOBIL COM 30231G102 5,289 316 6.35 496 19.23 0.3681
2016-05-09 2016-03-31 13F EXXON MOBIL COM 30231G102 4,973 -150 -2.93 416 4.26 0.3045
2016-02-01 2015-12-31 13F EXXON MOBIL COM 30231G102 5,123 -950 -15.64 399 -11.73 0.3105
2015-11-03 2015-09-30 13F EXXON MOBIL COM 30231G102 6,073 -5,049 -45.40 452 -51.66 0.3752
2015-08-06 2015-06-30 13F EXXON MOBIL COM 30231G102 11,122 5,672 104.07 935 101.94 0.7291
2015-05-14 2015-03-31 13F EXXON MOBIL COM 30231G102 5,450 -3,845 -41.37 463 -46.10 0.3730
2015-02-13 2014-12-31 13F EXXON MOBIL COM 30231G102 9,295 9,295 859 0.6955
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.