Exxon Mobil Corporation
US ˙ NYSE ˙ US30231G1022

SecurityXOM / Exxon Mobil Corporation
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership119,177 shares
Latest Disclosed Value $ 20,219,643
Gladstone Institutional Advisory LLC reports 6.96% increase in ownership of XOM / Exxon Mobil Corporation

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 119,177 shares of Exxon Mobil Corporation (US:XOM) valued at $20,219,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 111,424 shares of Exxon Mobil Corporation. This represents a change in shares of 6.96% during the quarter. The current value of the position is $17,867,016 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.

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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)
2026-05-14 2026-03-31 13F EXXON MOBIL COM 30231G102 119,177 7,753 6.96 20,220 50.80 0.7492
2026-02-17 2025-12-31 13F EXXON MOBIL COM 30231G102 111,424 1,854 1.69 13,409 8.53 0.5064
2025-10-22 2025-09-30 13F EXXON MOBIL COM 30231G102 109,570 -1,030 -0.93 12,354 3.62 0.4758
2025-08-12 2025-06-30 13F EXXON MOBIL COM 30231G102 110,600 1,353 1.24 11,923 -8.24 0.4925
2025-05-15 2025-03-31 13F EXXON MOBIL COM 30231G102 109,247 6,482 6.31 12,993 17.53 0.6056
2025-01-29 2024-12-31 13F EXXON MOBIL COM 30231G102 102,765 5,030 5.15 11,054 -3.51 0.5128
2024-10-28 2024-09-30 13F EXXON MOBIL COM 30231G102 97,735 6,431 7.04 11,457 9.00 0.5593
2024-08-02 2024-06-30 13F EXXON MOBIL COM 30231G102 91,304 6,745 7.98 10,511 6.93 0.5474
2024-05-14 2024-03-31 13F EXXON MOBIL COM 30231G102 84,559 11,929 16.42 9,829 35.37 0.5393
2024-02-09 2023-12-31 13F EXXON MOBIL COM 30231G102 72,630 9,161 14.43 7,262 -2.69 0.4073
2023-11-13 2023-09-30 13F EXXON MOBIL COM 30231G102 63,469 3,968 6.67 7,463 16.94 0.4832
2023-08-10 2023-06-30 13F EXXON MOBIL COM 30231G102 59,501 -41,871 -41.30 6,382 -42.60 0.3890
2023-05-12 2023-03-31 13F EXXON MOBIL COM 30231G102 101,372 5,797 6.07 11,116 5.45 0.7198
2023-02-01 2022-12-31 13F EXXON MOBIL COM 30231G102 95,575 -11,564 -10.79 10,542 12.69 0.7440
2023-01-30 2022-09-30 13F/A-1 EXXON MOBIL COM 30231G102 107,139 -8,433 -7.30 9,354 -5.50 0.7312
2022-10-20 2022-09-30 13F EXXON MOBIL COM 30231G102 107,139 -8,433 9,354 0.7312
2023-01-30 2022-06-30 13F/A-1 EXXON MOBIL COM 30231G102 115,572 -9,997 -7.96 9,898 -4.56 0.7828
2022-08-15 2022-06-30 13F EXXON MOBIL COM 30231G102 115,572 -9,997 9,898 0.7828
2023-01-30 2022-03-31 13F/A-1 EXXON MOBIL COM 30231G102 125,569 27,069 27.48 10,371 72.08 0.7012
2022-05-04 2022-03-31 13F EXXON MOBIL COM 30231G102 125,569 27,069 10,371 0.7012
2023-01-30 2021-12-31 13F/A-1 EXXON MOBIL COM 30231G102 98,500 11,734 13.52 6,027 18.08 0.4669
2022-02-11 2021-12-31 13F EXXON MOBIL COM 30231G102 98,500 11,734 6,027 0.4669
2023-01-30 2021-09-30 13F/A-1 EXXON MOBIL COM 30231G102 86,766 7,651 9.67 5,104 2.26 0.4985
2021-11-15 2021-09-30 13F EXXON MOBIL COM 30231G102 86,766 7,651 5,104 0.4985
2023-01-30 2021-06-30 13F/A-1 EXXON MOBIL COM 30231G102 79,115 27,744 54.01 4,991 74.02 0.5930
2021-08-13 2021-06-30 13F EXXON MOBIL COM 30231G102 79,115 27,744 4,991 0.5930
2023-01-30 2021-03-31 13F/A-1 EXXON MOBIL COM 30231G102 51,371 16,216 46.13 2,868 97.93 0.4457
2021-05-17 2021-03-31 13F EXXON MOBIL COM 30231G102 51,371 16,216 2,868 0.4457
2023-01-30 2020-12-31 13F/A-1 EXXON MOBIL COM 30231G102 35,155 -10,181 -22.46 1,449 -6.88 0.2886
2021-02-16 2020-12-31 13F EXXON MOBIL COM 30231G102 35,155 -10,181 1,449 0.2886
2023-01-30 2020-09-30 13F/A-1 EXXON MOBIL COM 30231G102 45,336 4,687 11.53 1,556 -14.41 0.3717
2020-11-16 2020-09-30 13F EXXON MOBIL COM 30231G102 45,336 4,687 1,556 0.3717
2020-08-17 2020-06-30 13F EXXON MOBIL COM 30231G102 40,649 1,415 3.61 1,818 22.10 0.4624
2020-05-14 2020-03-31 13F EXXON MOBIL COM 30231G102 39,234 -3,049 -7.21 1,489 -49.54 0.3842
2020-02-12 2019-12-31 13F EXXON MOBIL COM 30231G102 42,283 1,268 3.09 2,951 1.90 0.7233
2019-11-13 2019-09-30 13F EXXON MOBIL COM 30231G102 41,015 37,063 937.83 2,896 855.78 0.7366
2019-08-14 2019-06-30 13F EXXON MOBIL COM 30231G102 3,952 351 9.75 303 4.12 0.0923
2019-05-10 2019-03-31 13F EXXON MOBIL COM 30231G102 3,601 -62 -1.69 291 16.40 0.1068
2019-02-13 2018-12-31 13F EXXON MOBIL COM 30231G102 3,663 3,663 250 0.1456
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.