Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionJGP Wealth Management, LLC
Latest Disclosed Ownership15,317 shares
Latest Disclosed Value $ 2,598,717
JGP Wealth Management, LLC reports 11.59% decrease in ownership of XOM / Exxon Mobil Corporation

On April 8, 2026 - JGP Wealth Management, LLC filed a 13F-HR form disclosing ownership of 15,317 shares of Exxon Mobil Corporation (MX:XOM) valued at $2,598,717 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 17,325 shares of Exxon Mobil Corporation. This represents a change in shares of -11.59% 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.

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)
2026-04-08 2026-03-31 13F EXXON MOBIL COM 30231G102 15,317 -2,008 -11.59 2,599 24.66 0.2703
2026-01-12 2025-12-31 13F EXXON MOBIL COM 30231G102 17,325 -121 -0.69 2,085 7.37 0.2173
2025-10-15 2025-09-30 13F EXXON MOBIL COM 30231G102 17,446 563 3.33 1,942 6.71 0.2152
2025-07-28 2025-06-30 13F EXXON MOBIL COM 30231G102 16,883 -390 -2.26 1,820 -11.44 0.2205
2025-04-09 2025-03-31 13F EXXON MOBIL COM 30231G102 17,273 332 1.96 2,054 12.73 0.2704
2025-01-15 2024-12-31 13F EXXON MOBIL COM 30231G102 16,941 832 5.16 1,822 -3.50 0.2356
2024-10-09 2024-09-30 13F EXXON MOBIL COM 30231G102 16,109 5,919 58.09 1,888 60.95 0.2431
2024-07-12 2024-06-30 13F EXXON MOBIL COM 30231G102 10,190 516 5.33 1,173 4.36 0.1673
2024-04-24 2024-03-31 13F EXXON MOBIL COM 30231G102 9,674 100 1.04 1,124 17.45 0.1633
2024-01-10 2023-12-31 13F EXXON MOBIL COM 30231G102 9,574 2,396 33.38 957 13.39 0.1421
2023-10-19 2023-09-30 13F EXXON MOBIL COM 30231G102 7,178 -36 -0.50 844 9.18 0.1416
2023-08-10 2023-06-30 13F EXXON MOBIL COM 30231G102 7,214 149 2.11 774 -0.13 0.1265
2023-04-14 2023-03-31 13F EXXON MOBIL COM 30231G102 7,065 0 0.00 775 -0.64 0.1359
2023-02-10 2022-12-31 13F EXXON MOBIL COM 30231G102 7,065 -285 -3.88 779 4.85 0.1432
2022-10-14 2022-09-30 13F EXXON MOBIL COM 30231G102 7,350 493 7.19 743 30.12 0.1563
2022-07-19 2022-06-30 13F EXXON MOBIL COM 30231G102 6,857 -850 -11.03 571 -14.65 0.1152
2022-04-20 2022-03-31 13F EXXON MOBIL COM 30231G102 7,707 -530 -6.43 669 21.64 0.1234
2022-01-18 2021-12-31 13F EXXON MOBIL COM 30231G102 8,237 257 3.22 550 17.27 0.1024
2021-10-13 2021-09-30 13F EXXON MOBIL COM 30231G102 7,980 0 0.00 469 -6.76 0.1013
2021-08-12 2021-06-30 13F EXXON MOBIL COM 30231G102 7,980 75 0.95 503 14.06 0.1082
2021-04-28 2021-03-31 13F EXXON MOBIL COM 30231G102 7,905 -8,168 -50.82 441 -43.24 0.0988
2021-02-10 2020-12-31 13F EXXON MOBIL COM 30231G102 16,073 6,254 63.69 777 136.17 0.1800
2020-10-13 2020-09-30 13F EXXON MOBIL COM 30231G102 9,819 -3,425 -25.86 329 -42.38 0.0874
2020-07-13 2020-06-30 13F EXXON MOBIL COM 30231G102 13,244 239 1.84 571 0.18 0.1679
2020-04-14 2020-03-31 13F EXXON MOBIL COM 30231G102 13,005 -42,497 -76.57 570 -85.51 0.2020
2020-01-09 2019-12-31 13F EXXON MOBIL COM 30231G102 55,502 -15,293 -21.60 3,933 -17.27 1.1625
2019-10-24 2019-09-30 13F EXXON MOBIL COM 30231G102 70,795 1,294 1.86 4,754 -10.74 1.6479
2019-07-15 2019-06-30 13F EXXON MOBIL COM 30231G102 69,501 1,951 2.89 5,326 -2.42 1.8870
2019-05-13 2019-03-31 13F EXXON MOBIL COM 30231G102 67,550 19,217 39.76 5,458 65.59 2.0669
2019-01-17 2018-12-31 13F EXXON MOBIL COM 30231G102 48,333 -13,437 -21.75 3,296 -37.15 1.3632
2018-11-27 2018-09-30 13F EXXON MOBIL COM 30231G102 61,770 615 1.01 5,244 3.66 2.0982
2018-08-10 2018-06-30 13F EXXON MOBIL COM 30231G102 61,155 61,155 5,059 2.1111
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.