Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership19,813 shares
Latest Disclosed Value $ 3,361,474
Lyell Wealth Management, Lp reports 0.20% increase in ownership of XOM / Exxon Mobil Corporation

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 19,813 shares of Exxon Mobil Corporation (MX:XOM) valued at $3,361,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 19,773 shares of Exxon Mobil Corporation. This represents a change in shares of 0.20% 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)
2026-05-07 2026-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 19,813 40 0.20 3,361 41.28 0.2470
2026-02-11 2025-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 19,773 -1,248 -5.94 2,379 0.38 0.1723
2025-11-06 2025-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 21,021 -575 -2.66 2,370 1.80 0.1760
2025-07-29 2025-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 21,596 3,214 17.48 2,328 6.50 0.1839
2025-05-08 2025-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 18,382 -275 -1.47 2,186 8.97 0.2044
2025-02-03 2024-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 18,657 1,992 11.95 2,007 2.71 0.1799
2024-10-23 2024-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 16,665 0 0.00 1,953 1.82 0.1776
2024-08-08 2024-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 16,665 3,989 31.47 1,918 30.21 0.1832
2024-05-03 2024-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,676 447 3.66 1,473 20.54 0.1498
2024-02-02 2023-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 12,229 4,774 64.04 1,223 39.50 0.1390
2023-10-31 2023-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 7,455 0 0.00 877 9.64 0.1179
2023-08-04 2023-06-30 13F EXXON MOBIL CORP COM Stock 30231G102 7,455 -77 -1.02 800 -3.15 0.1022
2023-05-03 2023-03-31 13F EXXON MOBIL CORP COM Stock 30231G102 7,532 153 2.07 826 1.48 0.1156
2023-01-24 2022-12-31 13F EXXON MOBIL CORP COM Stock 30231G102 7,379 545 7.97 814 36.18 0.1285
2022-10-24 2022-09-30 13F EXXON MOBIL CORP COM Stock 30231G102 6,834 490 7.72 597 9.94 0.1016
2022-07-28 2022-06-30 13F EXXON MOBIL COM 30231G102 6,344 1,230 24.05 543 28.67 0.0886
2022-05-04 2022-03-31 13F EXXON MOBIL COM 30231G102 5,114 155 3.13 422 39.27 0.0543
2022-02-08 2021-12-31 13F EXXON MOBIL COM 30231G102 4,959 -579 -10.46 303 -7.06 0.0346
2021-11-10 2021-09-30 13F EXXON MOBIL COM 30231G102 5,538 0 0.00 326 -6.59 0.0396
2021-08-09 2021-06-30 13F EXXON MOBIL COM 30231G102 5,538 554 11.12 349 25.54 0.0432
2021-05-07 2021-03-31 13F EXXON MOBIL COM 30231G102 4,984 4,984 278 0.0405
2020-11-04 2020-09-30 13F EXXON MOBIL COM 30231G102 0 -5,164 -100.00 0 -100.00
2020-07-30 2020-06-30 13F EXXON MOBIL COM 30231G102 5,164 -2,877 -35.78 231 -24.26 0.0507
2020-05-11 2020-03-31 13F EXXON MOBIL COM 30231G102 8,041 -1,856 -18.75 305 -55.86 0.0912
2020-02-05 2019-12-31 13F EXXON MOBIL COM 30231G102 9,897 -198 -1.96 691 -3.09 0.1845
2019-11-06 2019-09-30 13F EXXON MOBIL COM 30231G102 10,095 0 0.00 713 -7.88 0.2143
2019-08-01 2019-06-30 13F EXXON MOBIL COM 30231G102 10,095 -350 -3.35 774 -8.29 0.2333
2019-05-06 2019-03-31 13F EXXON MOBIL COM 30231G102 10,445 165 1.61 844 20.40 0.2818
2019-02-09 2018-12-31 13F Exxon Mobil COM 30231G102 10,280 -150 -1.44 701 -20.97 0.2927
2018-10-30 2018-09-30 13F Exxon Mobil COM 30231G102 10,430 -1,020 -8.91 887 -6.34 0.2986
2018-07-27 2018-06-30 13F Exxon Mobil COM 30231G102 11,450 532 4.87 947 16.20 0.3461
2018-05-04 2018-03-31 13F Exxon Mobil COM 30231G102 10,918 -4,225 -27.90 815 -35.67 0.3015
2018-01-30 2017-12-31 13F Exxon Mobil COM 30231G102 15,143 -5,798 -27.69 1,267 -26.21 0.5032
2017-10-26 2017-09-30 13F Exxon Mobil COM 30231G102 20,941 -1,866 -8.18 1,717 -6.74 0.7415
2017-07-27 2017-06-30 13F Exxon Mobil COM 30231G102 22,807 -858 -3.63 1,841 -5.15 0.8959
2017-05-08 2017-03-31 13F Exxon Mobil Equity 30231G102 23,665 -14,952 -38.72 1,941 -44.32 1.0503
2017-02-13 2016-12-31 13F Exxon Mobil Common Stock 30231G102 38,617 38,617 3,486 2.1658
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.