Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionAscent Wealth Partners, LLC
Latest Disclosed Ownership8,910 shares
Latest Disclosed Value $ 1,511,671
Ascent Wealth Partners, LLC reports 6.27% increase in ownership of XOM / Exxon Mobil Corporation

On May 6, 2026 - Ascent Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 8,910 shares of Exxon Mobil Corporation (MX:XOM) valued at $1,511,671 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,384 shares of Exxon Mobil Corporation. This represents a change in shares of 6.27% 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)
2026-05-06 2026-03-31 13F EXXON MOBIL COM 30231G102 8,910 526 6.27 1,512 49.90 0.1757
2026-02-02 2025-12-31 13F EXXON MOBIL COM 30231G102 8,384 -249 -2.88 1,009 3.60 0.1161
2025-10-21 2025-09-30 13F EXXON MOBIL COM 30231G102 8,633 -263 -2.96 973 1.57 0.1129
2025-08-12 2025-06-30 13F EXXON MOBIL COM 30231G102 8,896 -170 -1.88 959 -11.13 0.1183
2025-05-02 2025-03-31 13F EXXON MOBIL COM 30231G102 9,066 608 7.19 1,078 18.59 0.1446
2025-02-04 2024-12-31 13F EXXON MOBIL COM 30231G102 8,458 249 3.03 910 -5.51 0.1227
2024-10-31 2024-09-30 13F EXXON MOBIL COM 30231G102 8,209 -399 -4.64 962 -2.83 0.1341
2024-07-31 2024-06-30 13F EXXON MOBIL COM 30231G102 8,608 -172 -1.96 991 -2.94 0.1451
2024-05-01 2024-03-31 13F EXXON MOBIL COM 30231G102 8,780 -30 -0.34 1,021 15.91 0.1515
2024-01-22 2023-12-31 13F EXXON MOBIL COM 30231G102 8,810 105 1.21 881 -13.98 0.1438
2023-10-20 2023-09-30 13F EXXON MOBIL COM 30231G102 8,705 -2,028 -18.89 1,024 -11.12 0.1885
2023-08-04 2023-06-30 13F EXXON MOBIL COM 30231G102 10,733 509 4.98 1,151 2.68 0.2028
2023-04-25 2023-03-31 13F EXXON MOBIL COM 30231G102 10,224 249 2.50 1,121 1.91 0.2253
2023-02-02 2022-12-31 13F EXXON MOBIL COM 30231G102 9,975 -85 -0.84 1,100 25.28 0.2366
2022-11-14 2022-09-30 13F EXXON MOBIL COM 30231G102 10,060 889 9.69 878 10.16 0.2092
2022-08-10 2022-06-30 13F EXXON MOBIL COM 30231G102 9,171 424 4.85 797 10.24 0.1793
2022-05-02 2022-03-31 13F Exxon Mobil COM 30231G102 8,747 14 0.16 723 35.39 0.1352
2022-01-27 2021-12-31 13F Exxon Mobil COM 30231G102 8,733 18 0.21 534 4.30 0.0951
2021-11-01 2021-09-30 13F Exxon Mobil COM 30231G102 8,715 1,475 20.37 512 12.28 0.0980
2021-07-30 2021-06-30 13F Exxon Mobil COM 30231G102 7,240 -517 -6.66 456 5.31 0.0870
2021-04-26 2021-03-31 13F Exxon Mobil COM 30231G102 7,757 26 0.34 433 36.16 0.0940
2021-02-02 2020-12-31 13F Exxon Mobil COM 30231G102 7,731 -1,722 -18.22 318 -1.85 0.0707
2020-10-22 2020-09-30 13F Exxon Mobil COM 30231G102 9,453 -4,707 -33.24 324 -48.82 0.0828
2020-07-21 2020-06-30 13F Exxon Mobil COM 30231G102 14,160 27 0.19 633 17.88 0.1837
2020-04-29 2020-03-31 13F Exxon Mobil COM 30231G102 14,133 1,207 9.34 537 -40.47 0.1964
2020-01-29 2019-12-31 13F Exxon Mobil COM 30231G102 12,926 4,397 51.55 902 49.83 0.2565
2019-10-22 2019-09-30 13F Exxon Mobil COM 30231G102 8,529 -155 -1.78 602 -9.34 0.1843
2019-07-30 2019-06-30 13F Exxon Mobil COM 30231G102 8,684 -1,584 -15.43 664 -20.00 0.2052
2019-05-13 2019-03-31 13F Exxon Mobil Equity 30231G102 10,268 720 7.54 830 27.50 0.2702
2019-02-13 2018-12-31 13F Exxon Mobil Equity 30231G102 9,548 -952 -9.07 651 -27.10 0.2543
2019-08-21 2018-09-30 13F Exxon Mobil COM 30231G102 10,500 -60 -0.57 893 2.29 0.2849
2019-08-21 2018-06-30 13F Exxon Mobil COM 30231G102 10,560 277 2.69 873 13.82 0.3071
2019-08-21 2018-03-31 13F Exxon Mobil COM 30231G102 10,283 727 7.61 767 -4.01 0.2788
2019-08-21 2017-12-31 13F Exxon Mobil COM 30231G102 9,556 -211 -2.16 799 -0.25 0.2975
2019-08-21 2017-09-30 13F Exxon Mobil COM 30231G102 9,767 -384 -3.78 801 -2.32 0.3207
2019-08-21 2017-06-30 13F Exxon Mobil COM 30231G102 10,151 -1,056 -9.42 820 -10.77 0.3527
2019-08-21 2017-03-31 13F Exxon Mobil COM 30231G102 11,207 -402 -3.46 919 -12.23 0.4147
2019-08-21 2016-12-31 13F Exxon Mobil COM 30231G102 11,609 -61 -0.52 1,047 2.75 0.5136
2019-08-21 2016-09-30 13F Exxon Mobil COM 30231G102 11,670 197 1.72 1,019 -5.30 0.5152
2019-08-21 2016-06-30 13F Exxon Mobil COM 30231G102 11,473 -214 -1.83 1,076 10.13 0.5572
2019-08-21 2016-03-31 13F Exxon Mobil COM 30231G102 11,687 -396 -3.28 977 3.72 0.5246
2019-08-21 2015-12-31 13F Exxon Mobil COM 30231G102 12,083 108 0.90 942 5.84 0.5256
2019-08-21 2015-09-30 13F Exxon Mobil COM 30231G102 11,975 -51 -0.42 890 -11.09 0.5313
2019-08-21 2015-06-30 13F Exxon Mobil COM 30231G102 12,026 204 1.73 1,001 -0.60 0.5506
2019-08-21 2015-03-31 13F Exxon Mobil COM 30231G102 11,822 325 2.83 1,007 -5.27 0.5508
2019-08-21 2014-12-31 13F Exxon Mobil COM 30231G102 11,497 634 5.84 1,063 4.11 0.6242
2019-08-21 2014-09-30 13F Exxon Mobil COM 30231G102 10,863 -351 -3.13 1,021 -9.57 0.6486
2019-08-21 2014-06-30 13F Exxon Mobil COM 30231G102 11,214 95 0.85 1,129 3.96 0.7133
2019-08-22 2014-03-31 13F Exxon Mobil COM 30231G102 11,119 -37 -0.33 1,086 -3.81 0.7450
2019-08-22 2013-12-31 13F Exxon Mobil COM 30231G102 11,156 11,156 1,129 0.8003
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.