Exxon Mobil Corporation
US ˙ NYSE ˙ US30231G1022

SecurityXOM / Exxon Mobil Corporation
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership123,121 shares
Latest Disclosed Value $ 19,795,408
Modern Wealth Management, LLC reports 2.98% increase in ownership of XOM / Exxon Mobil Corporation

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 123,121 shares of Exxon Mobil Corporation (US:XOM) valued at $20,888,709 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 119,557 shares of Exxon Mobil Corporation. This represents a change in shares of 2.98% during the quarter. The current value of the position is $18,458,300 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 123,121 3,564 2.98 19,795 37.59 0.3389
2026-02-17 2025-12-31 13F EXXON MOBIL COM 30231G102 119,557 784 0.66 14,388 7.44 0.2624
2025-11-12 2025-09-30 13F EXXON MOBIL COM 30231G102 118,773 1,893 1.62 13,392 6.29 0.2650
2025-11-12 2025-06-30 13F/A-1 EXXON MOBIL COM 30231G102 116,880 486 0.42 12,600 -8.98 0.3101
2025-08-14 2025-06-30 13F EXXON MOBIL COM 30231G102 117,021 627 12,615 0.3149
2025-06-02 2025-03-31 13F/A-1 EXXON MOBIL COM 30231G102 116,394 4,874 4.37 13,843 15.39 0.4431
2025-05-15 2025-03-31 13F EXXON MOBIL COM 30231G102 114,888 3,368 13,664 0.4220
2025-05-30 2024-12-31 13F/A-3 EXXON MOBIL COM 30231G102 111,520 47,126 73.18 11,996 58.93 0.4487
2025-05-30 2024-12-31 13F/A-1 EXXON MOBIL COM 30231G102 101,880 37,486 10,959 0.4369
2025-02-11 2024-12-31 13F EXXON MOBIL COM 30231G102 111,345 56,791 12,356 0.4324
2025-05-30 2024-09-30 13F/A-3 EXXON MOBIL COM 30231G102 64,394 12,830 24.88 7,548 27.16 0.4626
2025-05-29 2024-09-30 13F/A-1 EXXON MOBIL COM 30231G102 54,554 2,990 6,395 0.3968
2024-11-05 2024-09-30 13F EXXON MOBIL COM 30231G102 64,424 12,860 7,552 0.4591
2025-05-29 2024-06-30 13F/A-1 EXXON MOBIL COM 30231G102 51,564 10,723 26.26 5,936 25.05 0.4553
2024-08-08 2024-06-30 13F EXXON MOBIL COM 30231G102 51,695 10,854 5,951 0.4352
2025-05-29 2024-03-31 13F/A-1 EXXON MOBIL COM 30231G102 40,841 30,447 292.93 4,747 356.88 0.4459
2024-05-13 2024-03-31 13F EXXON MOBIL COM 30231G102 41,869 31,475 4,939 0.4445
2025-05-28 2023-12-31 13F/A-1 EXXON MOBIL COM 30231G102 10,394 10,394 1,039 0.1315
2024-02-14 2023-12-31 13F EXXON MOBIL COM 30231G102 10,070 10,070 1,007 0.1348
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.