Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionTriad Wealth Partners, LLC
Latest Disclosed Ownership41,544 shares
Latest Disclosed Value $ 7,048,288
Triad Wealth Partners, LLC reports 11.57% increase in ownership of XOM / Exxon Mobil Corporation

On April 16, 2026 - Triad Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 41,544 shares of Exxon Mobil Corporation (MX:XOM) valued at $7,048,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 37,237 shares of Exxon Mobil Corporation. This represents a change in shares of 11.57% 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)
2026-04-16 2026-03-31 13F EXXON MOBIL COM 30231G102 41,544 4,307 11.57 7,048 57.29 0.5586
2026-01-22 2025-12-31 13F EXXON MOBIL COM 30231G102 37,237 1,137 3.15 4,481 10.10 0.4258
2025-10-30 2025-09-30 13F EXXON MOBIL COM 30231G102 36,100 19,622 119.08 4,070 129.17 0.5249
2025-07-21 2025-06-30 13F EXXON MOBIL COM 30231G102 16,478 6,670 68.01 1,776 52.32 0.3588
2025-05-14 2025-03-31 13F EXXON MOBIL COM 30231G102 9,808 1,873 23.60 1,166 36.69 0.3626
2025-02-06 2024-12-31 13F EXXON MOBIL COM 30231G102 7,935 7,935 854 0.3083
2024-10-21 2024-09-30 13F EXXON MOBIL COM 30231G102 0 -6,722 -100.00 0 -100.00
2024-07-18 2024-06-30 13F EXXON MOBIL COM 30231G102 6,722 1,544 29.82 774 28.62 0.4055
2024-04-23 2024-03-31 13F EXXON MOBIL COM 30231G102 5,178 5,178 602 0.4618
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.