Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership17,781 shares
Latest Disclosed Value $ 3,016,696
WealthPLAN Partners, LLC reports 49.77% increase in ownership of XOM / Exxon Mobil Corporation

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 17,781 shares of Exxon Mobil Corporation (MX:XOM) valued at $3,016,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 11,872 shares of Exxon Mobil Corporation. This represents a change in shares of 49.77% 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)
2026-04-29 2026-03-31 13F EXXON MOBIL COM 30231G102 17,781 5,909 49.77 3,017 111.20 0.4918
2026-02-12 2025-12-31 13F EXXON MOBIL COM 30231G102 11,872 139 1.18 1,429 8.02 0.2134
2025-10-27 2025-09-30 13F EXXON MOBIL COM 30231G102 11,733 2,756 30.70 1,323 36.71 0.1983
2025-07-28 2025-06-30 13F EXXON MOBIL COM 30231G102 8,977 -335 -3.60 968 -12.65 0.1557
2025-05-12 2025-03-31 13F EXXON MOBIL COM 30231G102 9,312 -828 -8.17 1,107 1.56 0.1561
2025-01-30 2024-12-31 13F EXXON MOBIL COM 30231G102 10,140 -383 -3.64 1,091 -11.60 0.1547
2024-11-05 2024-09-30 13F EXXON MOBIL COM 30231G102 10,523 -388 -3.56 1,233 -1.83 0.1656
2024-08-09 2024-06-30 13F EXXON MOBIL COM 30231G102 10,911 -1,157 -9.59 1,256 -10.41 0.1349
2024-05-07 2024-03-31 13F EXXON MOBIL COM 30231G102 12,068 -3,493 -22.45 1,403 -9.84 0.1452
2024-01-05 2023-12-31 13F EXXON MOBIL COM 30231G102 15,561 -477 -2.97 1,556 -17.51 0.1599
2023-11-02 2023-09-30 13F EXXON MOBIL COM 30231G102 16,038 647 4.20 1,886 14.24 0.2191
2023-07-31 2023-06-30 13F Exxon Mobil Stock/ETF 30231G102 15,391 -600 -3.75 1,651 -5.88 0.2335
2023-05-10 2023-03-31 13F Exxon Mobil Stock/ETF 30231G102 15,991 -11,782 -42.42 1,754 -45.78 0.1995
2023-02-16 2022-12-31 13F EXXON MOBIL COM 30231G102 27,773 536 1.97 3,233 39.23 0.2259
2022-05-03 2022-03-31 13F EXXON MOBIL COM 30231G102 27,237 -1,175 -4.14 2,322 7.60 0.1611
2022-02-01 2021-12-31 13F EXXON MOBIL COM 30231G102 28,412 -5,462 -16.12 2,158 2.27 0.1422
2021-12-09 2021-09-30 13F EXXON MOBIL COM 30231G102 33,874 2,057 6.47 2,110 13.69 0.1403
2021-08-19 2021-06-30 13F EXXON MOBIL COM 30231G102 31,817 -954 -2.91 1,856 -4.33 0.1306
2021-05-11 2021-03-31 13F EXXON MOBIL COM 30231G102 32,771 -1,050 -3.10 1,940 18.73 0.1506
2021-02-09 2020-12-31 13F EXXON MOBIL COM 30231G102 33,821 -1,942 -5.43 1,634 29.68 0.1389
2020-12-18 2020-09-30 13F EXXON MOBIL COM 30231G102 35,763 -9,720 -21.37 1,260 -35.62 0.1228
2020-08-19 2020-06-30 13F EXXON MOBIL COM 30231G102 45,483 -483 -1.05 1,957 0.67 0.2026
2020-05-15 2020-03-31 13F EXXON MOBIL COM 30231G102 45,966 7,201 18.58 1,944 -18.18 0.2523
2020-02-14 2019-12-31 13F EXXON MOBIL COM 30231G102 38,765 -1,168 -2.92 2,376 -13.51 0.2805
2019-11-15 2019-09-30 13F EXXON MOBIL COM 30231G102 39,933 3,440 9.43 2,747 6.76 0.3755
2019-08-19 2019-06-30 13F EXXON MOBIL COM 30231G102 36,493 -791 -2.12 2,573 -9.62 0.3873
2019-05-16 2019-03-31 13F EXXON MOBIL COM 30231G102 37,284 -1,924 -4.91 2,847 -6.56 0.4444
2019-02-20 2018-12-31 13F EXXON MOBIL COM 30231G102 39,208 -101,571 -72.15 3,047 -71.88 0.4901
2018-11-21 2018-09-30 13F EXXON MOBIL COM 30231G102 140,779 5,320 3.93 10,836 -3.31 1.9780
2018-08-16 2018-06-30 13F EXXON MOBIL COM 30231G102 135,459 7,951 6.24 11,207 17.81 2.2972
2018-05-15 2018-03-31 13F EXXON MOBIL COM 30231G102 127,508 16,445 14.81 9,513 2.41 2.0875
2018-02-16 2017-12-31 13F EXXON MOBIL COM 30231G102 111,063 4,375 4.10 9,289 6.21 2.4869
2017-11-14 2017-09-30 13F EXXON MOBIL COM 30231G102 106,688 5,611 5.55 8,746 7.18 2.4536
2017-08-11 2017-06-30 13F EXXON MOBIL COM 30231G102 101,077 97,912 3,093.59 8,160 3,026.44 2.3437
2017-04-19 2017-03-31 13F EXXON MOBIL Common Stock 30231G102 3,165 -54,762 -94.54 261 -94.78 0.9074
2016-12-09 2016-09-30 13F EXXON MOBIL Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 30231G102 57,927 -58,358 -50.19 4,996 -0.93 1.6268
2016-08-08 2016-06-30 13F Exxon Mobil Common Stock 30231G102 116,285 -51,397 -30.65 5,043 50.85 0.6472
2016-03-24 2015-12-31 13F EXXON MOBIL COM 30231G102 167,682 117,519 234.27 3,343 -19.91 0.5435
2015-08-10 2015-06-30 13F EXXON MOBIL COM 30231G102 50,163 20,605 69.71 4,174 65.70 1.8260
2015-05-04 2015-03-31 13F Exxon Mobil Common Stock 30231G102 29,558 29,558 2,519 1.1728
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.