Exxon Mobil Corporation
US ˙ NYSE ˙ US30231G1022

SecurityXOM / Exxon Mobil Corporation
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership29,942 shares
Latest Disclosed Value $ 5,079,931
Outlook Wealth Advisors, LLC reports 9.93% decrease in ownership of XOM / Exxon Mobil Corporation

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 29,942 shares of Exxon Mobil Corporation (US:XOM) valued at $5,079,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 33,242 shares of Exxon Mobil Corporation. This represents a change in shares of -9.93% during the quarter. The current value of the position is $4,488,905 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)
2026-04-17 2026-03-31 13F EXXON MOBIL COM 30231G102 29,942 -3,300 -9.93 5,080 26.98 1.2297
2026-02-11 2025-12-31 13F EXXON MOBIL COM 30231G102 33,242 7,133 27.32 4,000 35.92 0.9047
2025-10-30 2025-09-30 13F EXXON MOBIL COM 30231G102 26,109 -31 -0.12 2,944 4.47 0.7334
2025-08-11 2025-06-30 13F EXXON MOBIL COM 30231G102 26,140 -1,911 -6.81 2,818 -15.56 0.7247
2025-04-14 2025-03-31 13F EXXON MOBIL COM 30231G102 28,051 69 0.25 3,336 10.83 0.9281
2025-01-14 2024-12-31 13F EXXON MOBIL COM 30231G102 27,982 -21 -0.07 3,010 -8.29 0.8644
2024-10-23 2024-09-30 13F EXXON MOBIL COM 30231G102 28,003 -525 -1.84 3,282 -0.06 0.9426
2024-07-18 2024-06-30 13F EXXON MOBIL COM 30231G102 28,528 5,759 25.29 3,284 24.11 1.0249
2024-04-22 2024-03-31 13F EXXON MOBIL COM 30231G102 22,769 -7,248 -24.15 2,647 -11.83 0.8174
2024-01-29 2023-12-31 13F EXXON MOBIL COM 30231G102 30,017 -368 -1.21 3,001 -15.99 1.0496
2023-10-10 2023-09-30 13F EXXON MOBIL COM 30231G102 30,385 590 1.98 3,573 11.80 1.3644
2023-07-10 2023-06-30 13F EXXON MOBIL COM 30231G102 29,795 412 1.40 3,196 -0.84 1.2082
2023-04-18 2023-03-31 13F EXXON MOBIL COM 30231G102 29,383 -122 -0.41 3,222 -0.98 1.4328
2023-02-14 2022-12-31 13F EXXON MOBIL COM 30231G102 29,505 -1,060 -3.47 3,254 21.96 1.5452
2022-10-25 2022-09-30 13F EXXON MOBIL COMMON STOCK 30231G102 30,565 -1,203 -3.79 2,668 -1.95 1.1962
2022-07-28 2022-06-30 13F EXXON MOBIL COMMON STOCK 30231G102 31,768 -1,098 -3.34 2,721 0.22 1.1133
2022-07-28 2022-03-31 13F/A-1 EXXON MOBIL Commom Stock 30231G102 32,866 -2,919 -8.16 2,715 23.97 0.9080
2022-05-13 2022-03-31 13F EXXON MOBIL COM 30231G102 32,866 -2,919 2,715 0.9461
2022-01-21 2021-12-31 13F Exxon Mobil COMMON STOCK 30231G102 35,785 -2,049 -5.42 2,190 -1.57 0.6433
2021-10-22 2021-09-30 13F Exxon Mobil COM 30231G102 37,834 4,603 13.85 2,225 6.15 0.7276
2021-07-21 2021-06-30 13F Exxon Mobil COMMON STOCK 30231G102 33,231 -301 -0.90 2,096 11.97 0.6702
2021-05-04 2021-03-31 13F Exxon Mobil COM 30231G102 33,532 -5,770 -14.68 1,872 15.56 0.6507
2021-02-04 2020-12-31 13F Exxon Mobil COMMON STOCK 30231G102 39,302 12,776 48.16 1,620 77.83 0.5899
2020-11-10 2020-09-30 13F Exxon Mobil COM 30231G102 26,526 -1,512 -5.39 911 -27.35 0.3622
2020-07-17 2020-06-30 13F Exxon Mobil COM 30231G102 28,038 -1,617 -5.45 1,254 11.37 0.5316
2020-04-16 2020-03-31 13F Exxon Mobil COM 30231G102 29,655 25,112 552.76 1,126 124.30 0.6358
2020-02-12 2019-12-31 13F Exxon Mobil COM 30231G102 4,543 -25,566 -84.91 502 -76.39 0.2829
2019-10-17 2019-09-30 13F Exxon Mobil COM 30231G102 30,109 -67 -0.22 2,126 -8.08 1.2665
2019-08-15 2019-06-30 13F Exxon Mobil COM 30231G102 30,176 19,646 186.57 2,313 171.80 1.5249
2019-05-06 2019-03-31 13F Exxon Mobil COM 30231G102 10,530 4,874 86.17 851 -77.94 0.7011
2019-02-13 2018-12-31 13F Exxon Mobil COM 30231G102 5,656 5,656 3,857 1.7582
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.