Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionBSW Wealth Partners
Latest Disclosed Ownership8,655 shares
Latest Disclosed Value $ 1,468,453
BSW Wealth Partners reports 2.68% increase in ownership of XOM / Exxon Mobil Corporation

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 8,655 shares of Exxon Mobil Corporation (MX:XOM) valued at $1,468,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 8,429 shares of Exxon Mobil Corporation. This represents a change in shares of 2.68% 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)
2026-04-14 2026-03-31 13F EXXON MOBIL COM 30231G102 8,655 226 2.68 1,468 44.77 0.1792
2026-01-23 2025-12-31 13F EXXON MOBIL COM 30231G102 8,429 -952 -10.15 1,014 -4.07 0.1217
2025-10-15 2025-09-30 13F EXXON MOBIL COM 30231G102 9,381 -382 -3.91 1,058 0.48 0.1317
2025-07-18 2025-06-30 13F EXXON MOBIL COM 30231G102 9,763 -3,471 -26.23 1,052 -33.12 0.1442
2025-04-24 2025-03-31 13F EXXON MOBIL COM 30231G102 13,234 -494 -3.60 1,574 6.57 0.2390
2025-01-22 2024-12-31 13F EXXON MOBIL COM 30231G102 13,728 811 6.28 1,477 -2.51 0.2168
2024-10-29 2024-09-30 13F EXXON MOBIL COM 30231G102 12,917 2,150 19.97 1,514 22.20 0.2272
2024-07-16 2024-06-30 13F EXXON MOBIL COM 30231G102 10,767 -65 -0.60 1,240 -1.59 0.2034
2024-04-23 2024-03-31 13F EXXON MOBIL COM 30231G102 10,832 0 0.00 1,259 16.36 0.2133
2024-01-25 2023-12-31 13F EXXON MOBIL COM 30231G102 10,832 1,120 11.53 1,083 -5.17 0.2148
2023-10-27 2023-09-30 13F EXXON MOBIL COM 30231G102 9,712 -11 -0.11 1,142 9.50 0.2540
2023-08-11 2023-06-30 13F EXXON MOBIL COM 30231G102 9,723 31 0.32 1,043 -1.88 0.2176
2023-05-15 2023-03-31 13F EXXON MOBIL COM 30231G102 9,692 0 0.00 1,063 106,100.00 0.2177
2023-02-14 2022-12-31 13F EXXON MOBIL COM 30231G102 9,692 0 0.00 1 -99.88 0.2296
2022-11-14 2022-09-30 13F EXXON MOBIL COM 30231G102 9,692 128 1.34 846 3.30 0.2078
2022-08-15 2022-06-30 13F EXXON MOBIL COM 30231G102 9,564 752 8.53 819 12.50 0.1962
2022-05-16 2022-03-31 13F EXXON MOBIL COM 30231G102 8,812 -182 -2.02 728 32.36 0.1840
2022-02-14 2021-12-31 13F EXXON MOBIL COM 30231G102 8,994 -246 -2.66 550 1.10 0.1381
2021-11-15 2021-09-30 13F EXXON MOBIL COM 30231G102 9,240 0 0.00 544 -6.69 0.1521
2021-08-16 2021-06-30 13F EXXON MOBIL COM 30231G102 9,240 -1,199 -11.49 583 0.00 0.1603
2021-05-17 2021-03-31 13F EXXON MOBIL COM 30231G102 10,439 827 8.60 583 47.22 0.1684
2021-02-16 2020-12-31 13F EXXON MOBIL COM 30231G102 9,612 -180 -1.84 396 17.86 0.1217
2020-11-13 2020-09-30 13F EXXON MOBIL COM 30231G102 9,792 -693 -6.61 336 -28.36 0.1261
2020-08-13 2020-06-30 13F EXXON MOBIL COM 30231G102 10,485 -1,241 -10.58 469 5.39 0.1572
2020-05-14 2020-03-31 13F EXXON MOBIL COM 30231G102 11,726 -116 -0.98 445 -46.13 0.1848
2020-02-18 2019-12-31 13F EXXON MOBIL COM 30231G102 11,842 -211 -1.75 826 -2.94 0.2814
2019-11-12 2019-09-30 13F EXXON MOBIL COM 30231G102 12,053 -241 -1.96 851 -9.66 0.3274
2019-08-13 2019-06-30 13F EXXON MOBIL CORP COM COM 30231G102 12,294 -269 -2.14 942 -7.19 0.3562
2019-05-14 2019-03-31 13F EXXON MOBIL CORP COM COM 30231G102 12,563 224 1.82 1,015 20.69 0.4017
2019-02-13 2018-12-31 13F EXXON MOBIL CORP COM COM 30231G102 12,339 -495 -3.86 841 -22.91 0.3177
2018-11-09 2018-09-30 13F EXXON MOBIL CORP COM COM 30231G102 12,834 271 2.16 1,091 5.00 0.4156
2018-08-07 2018-06-30 13F EXXON MOBIL CORP COM COM 30231G102 12,563 -446 -3.43 1,039 7.00 0.4493
2018-05-10 2018-03-31 13F EXXON MOBIL CORP COM COM 30231G102 13,009 388 3.07 971 -8.05 0.4349
2018-02-08 2017-12-31 13F EXXON MOBIL COM 30231G102 12,621 -1,166 -8.46 1,056 -6.55 0.4393
2017-11-03 2017-09-30 13F EXXON MOBIL CORP COM COM 30231G102 13,787 -569 -3.96 1,130 -2.50 0.4924
2017-08-08 2017-06-30 13F EXXON MOBIL CORP COM COM 30231G102 14,356 47 0.33 1,159 -1.19 0.5276
2017-05-17 2017-03-31 13F EXXON MOBIL CORP COM COM 30231G102 14,309 -2,164 -13.14 1,173 -21.12 0.5808
2017-02-13 2016-12-31 13F EXXON MOBIL CORP COM COM 30231G102 16,473 15,040 1,049.55 1,487 -90.94 0.7766
2016-11-10 2016-09-30 13F EXXON MOBIL CORP COM COM 30231G102 1,433 -14,553 -91.04 16,417 995.20 0.5668
2016-08-11 2016-06-30 13F EXXON MOBIL CORP COM COM 30231G102 15,986 -212 -1.31 1,499 10.71 0.8242
2016-05-12 2016-03-31 13F EXXON MOBIL CORP COM COM 30231G102 16,198 -413 -2.49 1,354 4.56 0.7626
2016-02-12 2015-12-31 13F EXXON MOBIL CORP COM COM 30231G102 16,611 925 5.90 1,295 11.06 0.6471
2015-11-09 2015-09-30 13F EXXON MOBIL CORP COM COM 30231G102 15,686 4,090 35.27 1,166 20.83 0.6952
2015-08-14 2015-06-30 13F EXXON MOBIL CORP COM COM 30231G102 11,596 306 2.71 965 0.52 0.6127
2015-05-14 2015-03-31 13F EXXON MOBIL CORP COM COM 30231G102 11,290 -6,021 -34.78 960 -40.00 0.6104
2015-02-13 2014-12-31 13F EXXON MOBIL CORP COM COM 30231G102 17,311 -107 -0.61 1,600 -2.32 1.2918
2014-11-12 2014-09-30 13F EXXON MOBIL CORP COM COM 30231G102 17,418 6,733 63.01 1,638 52.23 1.2823
2014-08-12 2014-06-30 13F EXXON MOBIL CORP COM COM 30231G102 10,685 2 0.02 1,076 3.07 0.8484
2014-05-13 2014-03-31 13F EXXON MOBIL CORP COM COM 30231G102 10,683 -6,260 -36.95 1,044 -39.13 0.8448
2014-02-20 2013-12-31 13F EXXON MOBIL CORP COM COM 30231G102 16,943 95 0.56 1,715 18.28 1.3699
2013-11-13 2013-09-30 13F EXXON MOBIL CORP COM COM 30231G102 16,848 -434 -2.51 1,450 -7.11 1.2616
2013-08-13 2013-06-30 13F EXXON MOBIL CORP COM COM 30231G102 17,282 17,282 1,561 1.3712
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.