Exxon Mobil Corporation
US ˙ NYSE ˙ US30231G1022

SecurityXOM / Exxon Mobil Corporation
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership81,819 shares
Latest Disclosed Value $ 13,881,368
Cfm Wealth Partners Llc reports 0.47% decrease in ownership of XOM / Exxon Mobil Corporation

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 81,819 shares of Exxon Mobil Corporation (US:XOM) valued at $13,881,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 82,206 shares of Exxon Mobil Corporation. This represents a change in shares of -0.47% during the quarter. The current value of the position is $12,266,304 USD.

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)
2026-04-21 2026-03-31 13F EXXON MOBIL COM 30231G102 81,819 -387 -0.47 13,881 40.33 2.0804
2026-01-27 2025-12-31 13F EXXON MOBIL COM 30231G102 82,206 -11,466 -12.24 9,893 -6.33 1.4279
2025-11-03 2025-09-30 13F EXXON MOBIL COM 30231G102 93,672 -31,601 -25.23 10,561 -21.79 1.5333
2025-07-23 2025-06-30 13F EXXON MOBIL COM 30231G102 125,273 -1,900 -1.49 13,504 -10.71 2.1492
2025-04-25 2025-03-31 13F EXXON MOBIL COM 30231G102 127,173 515 0.41 15,125 11.01 2.6672
2025-01-24 2024-12-31 13F EXXON MOBIL COM 30231G102 126,658 -30,959 -19.64 13,625 -26.26 2.2980
2024-10-23 2024-09-30 13F/A-1 EXXON MOBIL COM 30231G102 157,617 344 0.22 18,476 2.04 3.2269
2024-10-15 2024-09-30 13F EXXON MOBIL COM 30231G102 157,123 -150 18,264 3.6671
2024-07-18 2024-06-30 13F EXXON MOBIL COM 30231G102 157,273 150 0.10 18,105 -0.87 3.3260
2024-04-15 2024-03-31 13F EXXON MOBIL COM 30231G102 157,123 -1,042 -0.66 18,264 15.50 3.6649
2024-01-12 2023-12-31 13F EXXON MOBIL COM 30231G102 158,165 -8,269 -4.97 15,813 -19.19 3.5767
2023-10-11 2023-09-30 13F EXXON MOBIL COM 30231G102 166,434 1,571 0.95 19,569 10.68 5.1260
2023-07-14 2023-06-30 13F EXXON MOBIL COM 30231G102 164,863 -255 -0.15 17,682 -2.35 4.2932
2023-04-12 2023-03-31 13F EXXON MOBIL COM 30231G102 165,118 361 0.22 18,107 -0.36 4.8808
2023-01-20 2022-12-31 13F/A-1 EXXON MOBIL Equity 30231G102 164,757 105 0.06 18,173 26.41 5.4402
2023-01-20 2022-12-31 13F EXXON MOBIL COM 30231G102 4,087 -160,565 451 0.0001
2022-10-17 2022-09-30 13F EXXON MOBIL Common 30231G102 164,652 1,941 1.19 14,376 3.16 4.5920
2022-07-12 2022-06-30 13F EXXON MOBIL Common 30231G102 162,711 -1,678 -1.02 13,935 2.64 4.1827
2022-04-14 2022-03-31 13F EXXON MOBIL Common 30231G102 164,389 51 0.03 13,577 30.02 3.2498
2022-01-21 2021-12-31 13F EXXON MOBIL Common 30231G102 164,338 -2,260 -1.36 10,442 6.56 2.3312
2021-10-25 2021-09-30 13F EXXON MOBIL Common 30231G102 166,598 -1,698 -1.01 9,799 -7.70 2.4643
2021-07-21 2021-06-30 13F EXXON MOBIL Common 30231G102 168,296 436 0.26 10,616 13.27 2.8191
2021-05-17 2021-03-31 13F EXXON MOBIL Common 30231G102 167,860 -300 -0.18 9,372 35.20 2.8262
2021-02-10 2020-12-31 13F EXXON MOBIL Equity 30231G102 168,160 -7,942 -4.51 6,932 14.67 2.2107
2020-11-10 2020-09-30 13F EXXON MOBIL Equity 30231G102 176,102 685 0.39 6,045 -22.93 2.2051
2020-08-14 2020-06-30 13F EXXON MOBIL Equity 30231G102 175,417 -81 -0.05 7,844 17.71 2.9808
2020-05-12 2020-03-31 13F EXXON MOBIL Equity 30231G102 175,498 -4,278 -2.38 6,664 -46.14 3.0958
2020-01-30 2019-12-31 13F EXXON MOBIL Equity 30231G102 179,776 179,776 12,372 4.5596
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.