Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionSummit Financial Wealth Advisors, LLC
Latest Disclosed Ownership48,990 shares
Latest Disclosed Value $ 8,311,618
Summit Financial Wealth Advisors, LLC reports 4.40% decrease in ownership of XOM / Exxon Mobil Corporation

On May 26, 2026 - Summit Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 48,990 shares of Exxon Mobil Corporation (MX:XOM) valued at $8,311,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 51,243 shares of Exxon Mobil Corporation. This represents a change in shares of -4.40% 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)
2026-05-26 2026-03-31 13F EXXON MOBIL COM 30231G102 48,990 -2,253 -4.40 8,312 34.79 1.1783
2026-01-27 2025-12-31 13F EXXON MOBIL COM 30231G102 51,243 346 0.68 6,167 8.19 0.8827
2025-10-03 2025-09-30 13F EXXON MOBIL COM 30231G102 50,897 681 1.36 5,700 5.28 0.8833
2025-09-29 2025-06-30 13F EXXON MOBIL COM 30231G102 50,216 516 1.04 5,413 -8.41 0.9709
2025-05-14 2025-03-31 13F EXXON MOBIL COM 30231G102 49,700 199 0.40 5,911 11.49 1.1727
2025-02-13 2024-12-31 13F EXXON MOBIL COM 30231G102 49,501 -93 -0.19 5,301 -8.81 1.0368
2024-11-13 2024-09-30 13F EXXON MOBIL COM 30231G102 49,594 -295 -0.59 5,813 1.22 1.0900
2024-08-12 2024-06-30 13F EXXON MOBIL COM 30231G102 49,889 53 0.11 5,743 -0.85 1.1637
2024-05-02 2024-03-31 13F EXXON MOBIL COM 30231G102 49,836 3,313 7.12 5,793 24.53 1.1735
2024-01-19 2023-12-31 13F EXXON MOBIL COM 30231G102 46,523 5,375 13.06 4,651 8.49 1.0554
2023-11-13 2023-09-30 13F EXXON MOBIL COM 30231G102 41,148 -259 -0.63 4,288 -3.45 1.0531
2023-07-12 2023-06-30 13F EXXON MOBIL COM 30231G102 41,407 1,902 4.81 4,441 2.49 1.0264
2023-04-10 2023-03-31 13F EXXON MOBIL COM 30231G102 39,505 20,700 110.08 4,332 108.87 1.0274
2023-01-17 2022-12-31 13F EXXON MOBIL COM 30231G102 18,805 615 3.38 2,074 6.03 0.5007
2022-10-28 2022-09-30 13F EXXON MOBIL COM 30231G102 18,190 8 0.04 1,956 19.56 0.5618
2022-07-26 2022-06-30 13F EXXON MOBIL COM 30231G102 18,182 1,884 11.56 1,636 21.55 0.3911
2022-05-06 2022-03-31 13F EXXON MOBIL COM 30231G102 16,298 -9,446 -36.69 1,346 -20.68 0.2717
2022-01-12 2021-12-31 13F EXXON MOBIL COM 30231G102 25,744 3,003 13.21 1,697 26.83 0.3285
2021-11-05 2021-09-30 13F EXXON MOBIL COM 30231G102 22,741 1,603 7.58 1,338 0.38 0.3033
2021-08-09 2021-06-30 13F EXXON MOBIL COM 30231G102 21,138 10,615 100.87 1,333 207.14 0.3010
2021-04-23 2021-03-31 13F EXXON MOBIL COM 30231G102 10,523 185 1.79 434 22.25 0.1105
2021-01-11 2020-12-31 13F EXXON MOBIL COM 30231G102 10,338 -28,132 -73.13 355 -72.86 0.0968
2020-11-09 2020-09-30 13F EXXON MOBIL COM 30231G102 38,470 -1,446 -3.62 1,308 -24.04 0.3489
2020-07-16 2020-06-30 13F EXXON MOBIL COM 30231G102 39,916 -4,426 -9.98 1,722 -4.07 0.4592
2020-04-29 2020-03-31 13F EXXON MOBIL COM 30231G102 44,342 2,713 6.52 1,795 -33.40 0.5653
2020-01-28 2019-12-31 13F EXXON MOBIL COM 30231G102 41,629 -4,822 -10.38 2,695 -15.89 0.6548
2019-11-05 2019-09-30 13F EXXON MOBIL COM 30231G102 46,451 -1,886 -3.90 3,204 -13.50 0.7862
2019-07-16 2019-06-30 13F EXXON MOBIL COM 30231G102 48,337 100 0.21 3,704 -5.07 0.9066
2019-05-01 2019-03-31 13F EXXON MOBIL COM 30231G102 48,237 6,384 15.25 3,902 36.72 1.0305
2019-02-01 2018-12-31 13F EXXON MOBIL COM 30231G102 41,853 -4,135 -8.99 2,854 -23.20 0.9262
2018-10-22 2018-09-30 13F EXXON MOBIL COM 30231G102 45,988 33,257 261.23 3,716 291.16 1.1108
2018-07-06 2018-06-30 13F EXXON MOBIL COM 30231G102 12,731 -771 -5.71 950 -5.66 0.3177
2018-04-09 2018-03-31 13F/A-1 EXXON MOBIL COM 30231G102 13,502 -7,237 -34.90 1,007 -41.96 0.3310
2018-04-06 2018-03-31 13F EXXON MOBIL COM 30231G102 9,677 -11,062 722
2018-02-05 2017-12-31 13F EXXON MOBIL COM 30231G102 20,739 13,632 191.81 1,735 197.60 0.5962
2017-11-06 2017-09-30 13F EXXON MOBIL COM 30231G102 7,107 -3,504 -33.02 583 -31.97 0.2120
2017-08-14 2017-06-30 13F EXXON MOBIL COM 30231G102 10,611 -11,044 -51.00 857 -51.75 0.3390
2017-05-11 2017-03-31 13F EXXON MOBIL COM 30231G102 21,655 -19,742 -47.69 1,776 -52.46 0.7756
2017-02-14 2016-12-31 13F EXXON MOBIL COM 30231G102 41,397 -2,619 -5.95 3,736 -2.76 1.6426
2016-10-05 2016-09-30 13F EXXON MOBIL COM 30231G102 44,016 -2,070 -4.49 3,842 -11.06 1.6641
2016-07-06 2016-06-30 13F EXXON MOBIL COM 30231G102 46,086 -356 -0.77 4,320 11.28 1.8047
2016-05-13 2016-03-31 13F EXXON MOBIL COM 30231G102 46,442 1,727 3.86 3,882 11.36 1.6984
2016-02-11 2015-12-31 13F EXXON MOBIL COM 30231G102 44,715 35,516 386.09 3,486 410.40 1.5954
2015-10-19 2015-09-30 13F EXXON MOBIL COM 30231G102 9,199 -200 -2.13 683 -12.55 0.4415
2015-08-10 2015-06-30 13F EXXON MOBIL COM 30231G102 9,399 -3,400 -26.56 781 -29.51 0.4833
2015-05-14 2015-03-31 13F EXXON MOBIL COM 30231G102 12,799 5,283 70.29 1,108 59.42 0.7502
2015-02-11 2014-12-31 13F EXXON MOBIL COM 30231G102 7,516 7,516 695 0.4824
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.