Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership1,002,282 shares
Latest Disclosed Value $ 170,047,192
AE Wealth Management LLC reports 3.39% increase in ownership of XOM / Exxon Mobil Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 1,002,282 shares of Exxon Mobil Corporation (MX:XOM) valued at $170,047,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 969,410 shares of Exxon Mobil Corporation. This represents a change in shares of 3.39% 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.

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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)
2026-05-13 2026-03-31 13F EXXON MOBIL COM 30231G102 1,002,282 32,872 3.39 170,047 45.76 0.0270
2026-01-26 2025-12-31 13F EXXON MOBIL COM 30231G102 969,410 42,953 4.64 116,659 11.68 0.6696
2025-11-03 2025-09-30 13F EXXON MOBIL COM 30231G102 926,457 80,696 9.54 104,459 14.57 0.6659
2025-08-06 2025-06-30 13F EXXON MOBIL COM 30231G102 845,761 44,419 5.54 91,173 -4.33 0.6664
2025-05-06 2025-03-31 13F EXXON MOBIL COM 30231G102 801,342 37,474 4.91 95,304 15.98 0.8015
2025-02-13 2024-12-31 13F EXXON MOBIL COM 30231G102 763,868 45,955 6.40 82,169 -2.36 0.6971
2024-11-14 2024-09-30 13F EXXON MOBIL COM 30231G102 717,913 53,861 8.11 84,154 10.08 0.7634
2024-08-12 2024-06-30 13F EXXON MOBIL COM 30231G102 664,052 145,910 28.16 76,446 26.93 0.7647
2024-05-15 2024-03-31 13F EXXON MOBIL COM 30231G102 518,142 -493,254 -48.77 60,229 -42.18 0.6808
2024-02-14 2023-12-31 13F EXXON MOBIL COM 30231G102 1,011,396 137,097 15.68 104,174 1.34 0.5319
2023-10-11 2023-09-30 13F EXXON MOBIL COM 30231G102 874,299 42,273 5.08 102,800 15.20 0.6144
2023-07-10 2023-06-30 13F EXXON MOBIL COM 30231G102 832,026 -297,498 -26.34 89,235 -27.96 0.5365
2023-04-14 2023-03-31 13F EXXON MOBIL COM 30231G102 1,129,524 101,713 9.90 123,864 9.26 0.7971
2023-01-31 2022-12-31 13F EXXON MOBIL COM 30231G102 1,027,811 175,134 20.54 113,368 52.28 0.8197
2022-10-25 2022-09-30 13F EXXON MOBIL COM 30231G102 852,677 59,582 7.51 74,447 9.61 0.5903
2022-08-03 2022-06-30 13F EXXON MOBIL COM 30231G102 793,095 36,270 4.79 67,921 8.66 0.5434
2022-04-18 2022-03-31 13F EXXON MOBIL COM 30231G102 756,825 81,900 12.13 62,506 51.35 0.4289
2022-01-20 2021-12-31 13F EXXON MOBIL COM 30231G102 674,925 61,971 10.11 41,299 14.55 0.2880
2021-11-01 2021-09-30 13F EXXON MOBIL COM 30231G102 612,954 69,920 12.88 36,054 5.25 0.2970
2021-07-21 2021-06-30 13F EXXON MOBIL COM 30231G102 543,034 63,252 13.18 34,255 27.88 0.2992
2021-04-27 2021-03-31 13F EXXON MOBIL COM 30231G102 479,782 5,286 1.11 26,786 36.95 0.2704
2021-02-01 2020-12-31 13F EXXON MOBIL COM 30231G102 474,496 -43,033 -8.32 19,559 10.09 0.2219
2020-11-06 2020-09-30 13F EXXON MOBIL COM 30231G102 517,529 36,585 7.61 17,767 -17.39 0.2536
2020-08-05 2020-06-30 13F EXXON MOBIL COM 30231G102 480,944 91,843 23.60 21,508 45.58 0.3324
2020-05-07 2020-03-31 13F EXXON MOBIL COM 30231G102 389,101 91,612 30.80 14,774 -28.83 0.3395
2020-01-15 2019-12-31 13F EXXON MOBIL COM 30231G102 297,489 43,274 17.02 20,759 15.65 0.4505
2019-11-05 2019-09-30 13F EXXON MOBIL COM 30231G102 254,215 -908 -0.36 17,950 -8.18 0.5187
2019-07-22 2019-06-30 13F EXXON MOBIL COM 30231G102 255,123 76,957 43.19 19,550 35.80 0.5873
2019-05-14 2019-03-31 13F EXXON MOBIL COM 30231G102 178,166 18,464 11.56 14,396 32.19 1.0003
2019-02-14 2018-12-31 13F EXXON MOBIL COM 30231G102 159,702 2,754 1.75 10,890 -18.39 1.8641
2018-11-13 2018-09-30 13F EXXON MOBIL COM 30231G102 156,948 32,378 25.99 13,344 29.48 0.7343
2018-08-14 2018-06-30 13F EXXON MOBIL COM 30231G102 124,570 -3,629 -2.83 10,306 7.75 0.7013
2018-05-14 2018-03-31 13F EXXON MOBIL COM 30231G102 128,199 18,360 16.72 9,565 4.11 0.7382
2018-02-06 2017-12-31 13F EXXON MOBIL COM 30231G102 109,839 16,456 17.62 9,187 20.00 0.8108
2017-11-08 2017-09-30 13F EXXON MOBIL COM 30231G102 93,383 12,076 14.85 7,656 16.64 0.7104
2017-08-11 2017-06-30 13F EXXON MOBIL COM 30231G102 81,307 22,912 39.24 6,564 37.06 0.7833
2017-05-10 2017-03-31 13F EXXON MOBIL COM 30231G102 58,395 31,545 117.49 4,789 97.57 0.8877
2017-02-14 2016-12-31 13F EXXON MOBIL COM 30231G102 26,850 26,850 2,424 0.9818
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.