Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionEdge Wealth Management LLC
Latest Disclosed Ownership138,533 shares
Latest Disclosed Value $ 23,503,586
Edge Wealth Management LLC reports 0.74% decrease in ownership of XOM / Exxon Mobil Corporation

On April 20, 2026 - Edge Wealth Management LLC filed a 13F-HR form disclosing ownership of 138,533 shares of Exxon Mobil Corporation (MX:XOM) valued at $23,503,586 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 139,565 shares of Exxon Mobil Corporation. This represents a change in shares of -0.74% 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)
2026-04-20 2026-03-31 13F EXXON MOBIL COM 30231G102 138,533 -1,032 -0.74 23,504 39.94 4.0186
2026-01-12 2025-12-31 13F EXXON MOBIL COM 30231G102 139,565 -812 -0.58 16,795 6.12 2.9648
2025-10-14 2025-09-30 13F EXXON MOBIL COM 30231G102 140,377 -501 -0.36 15,827 4.13 2.8035
2025-07-14 2025-06-30 13F EXXON MOBIL COM 30231G102 140,878 -3,753 -2.59 15,200 -11.63 2.9276
2025-04-11 2025-03-31 13F EXXON MOBIL COM 30231G102 144,631 144,631 17,201 3.4878
2024-01-11 2023-12-31 13F EXXON MOBIL COM 30231G102 0 -1,789 -100.00 0 -100.00
2023-10-13 2023-09-30 13F EXXON MOBIL COM 30231G102 1,789 1,789 210 0.0492
2022-04-14 2022-03-31 13F EXXON MOBIL COM 30231G102 0 -2,172 -100.00 0 -100.00
2022-01-21 2021-12-31 13F/A-1 EXXON MOBIL COM 30231G102 2,172 -235 -9.76 133 -6.34 0.0243
2022-01-14 2021-12-31 13F EXXON MOBIL COM 30231G102 2,172 -235 133 0.0243
2021-10-13 2021-09-30 13F EXXON MOBIL COM 30231G102 2,407 0 0.00 142 -6.58 0.0277
2021-07-23 2021-06-30 13F EXXON MOBIL COM 30231G102 2,407 350 17.02 152 32.17 0.0309
2021-04-09 2021-03-31 13F EXXON MOBIL COM 30231G102 2,057 -500 -19.55 115 8.49 0.0244
2021-01-19 2020-12-31 13F EXXON MOBIL COM 30231G102 2,557 -4,175 -62.02 106 -54.11 0.0241
2020-10-21 2020-09-30 13F EXXON MOBIL COM 30231G102 6,732 2,722 67.88 231 29.05 0.0532
2020-08-03 2020-06-30 13F EXXON MOBIL COM 30231G102 4,010 -134,520 -97.11 179 -96.61 0.0339
2020-04-20 2020-03-31 13F EXXON MOBIL COM 30231G102 138,530 138,530 5,280 1.1462
2020-01-28 2019-12-31 13F EXXON MOBIL COM 30231G102 0 -14,699 -100.00 0 -100.00
2019-10-21 2019-09-30 13F EXXON MOBIL COM 30231G102 14,699 4,226 40.35 1,037 29.95 0.2387
2019-07-15 2019-06-30 13F EXXON MOBIL COM 30231G102 10,473 -338 -3.13 798 -8.59 0.1770
2019-04-11 2019-03-31 13F EXXON MOBIL COM 30231G102 10,811 -1,625 -13.07 873 2.95 0.2151
2019-01-11 2018-12-31 13F EXXON MOBIL COM 30231G102 12,436 -2,129 -14.62 848 -31.50 0.2391
2018-10-22 2018-09-30 13F EXXON MOBIL COM 30231G102 14,565 -199 -1.35 1,238 1.39 0.2973
2018-07-17 2018-06-30 13F EXXON MOBIL COM 30231G102 14,764 1,839 14.23 1,221 26.66 0.3106
2018-04-05 2018-03-31 13F EXXON MOBIL COM 30231G102 12,925 -99 -0.76 964 -11.80 0.2559
2018-01-17 2017-12-31 13F EXXON MOBIL COM 30231G102 13,024 -855 -6.16 1,093 -3.62 0.3096
2017-10-19 2017-09-30 13F EXXON MOBIL COM 30231G102 13,879 -46,890 -77.16 1,134 -76.97 0.3431
2017-08-02 2017-06-30 13F/A-1 EXXON MOBIL COM 30231G102 60,769 -417 -0.68 4,923 -1.87 1.5505
2017-07-27 2017-06-30 13F EXXON MOBIL COM 30231G102 60,769 -417 4,923
2017-04-12 2017-03-31 13F EXXON MOBIL COM 30231G102 61,186 12,380 25.37 5,017 13.84 1.7405
2017-01-23 2016-12-31 13F EXXON MOBIL COM 30231G102 48,806 -159 -0.32 4,407 6.01 1.6694
2016-10-12 2016-09-30 13F EXXON MOBIL COM 30231G102 48,965 3,197 6.99 4,157 -3.06 1.7680
2016-07-07 2016-06-30 13F EXXON MOBIL COM 30231G102 45,768 -895 -1.92 4,288 9.92 1.7836
2016-04-08 2016-03-31 13F EXXON MOBIL COM 30231G102 46,663 -3,074 -6.18 3,901 0.33 1.7693
2016-01-11 2015-12-31 13F EXXON MOBIL COM 30231G102 49,737 3,686 8.00 3,888 14.52 1.4669
2015-10-07 2015-09-30 13F EXXON MOBIL COM 30231G102 46,051 14,375 45.38 3,395 28.79 1.2795
2015-07-07 2015-06-30 13F EXXON MOBIL COM 30231G102 31,676 83 0.26 2,636 -2.08 0.9018
2015-04-06 2015-03-31 13F EXXON MOBIL COM 30231G102 31,593 -651 -2.02 2,692 -9.91 0.9045
2015-01-12 2014-12-31 13F EXXON MOBIL COM 30231G102 32,244 3,989 14.12 2,988 12.33 1.0958
2014-10-07 2014-09-30 13F EXXON MOBIL COM 30231G102 28,255 299 1.07 2,660 -5.51 1.0248
2014-07-25 2014-06-30 13F/A-1 EXXON MOBIL COM 30231G102 27,956 1,794 6.86 2,815 10.13 1.1701
2014-07-11 2014-06-30 13F EXXON MOBIL COM 30231G102 27,956 2,815
2014-04-08 2014-03-31 13F EXXON MOBIL COM 30231G102 26,162 -290 -1.10 2,556 -4.48 1.0697
2014-01-16 2013-12-31 13F EXXON MOBIL COM 30231G102 26,452 -1,211 -4.38 2,676 12.44 1.2364
2013-10-07 2013-09-30 13F EXXON MOBIL COM 30231G102 27,663 604 2.23 2,380 -2.74 1.4526
2013-07-18 2013-06-30 13F EXXON MOBIL COM 30231G102 27,059 27,059 2,447 1.6357
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.