Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionRetirement Planning Group
Latest Disclosed Ownership40,014 shares
Latest Disclosed Value $ 6,788,706
Retirement Planning Group reports 12.32% increase in ownership of XOM / Exxon Mobil Corporation

On May 4, 2026 - Retirement Planning Group filed a 13F-HR form disclosing ownership of 40,014 shares of Exxon Mobil Corporation (MX:XOM) valued at $6,788,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 35,625 shares of Exxon Mobil Corporation. This represents a change in shares of 12.32% 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)
2026-05-04 2026-03-31 13F EXXON MOBIL COM 30231G102 40,014 4,389 12.32 6,789 58.34 0.2103
2026-02-03 2025-12-31 13F EXXON MOBIL COM 30231G102 35,625 214 0.60 4,287 7.39 0.1408
2025-10-27 2025-09-30 13F EXXON MOBIL COM 30231G102 35,411 16,567 87.92 3,993 96.55 0.1386
2025-07-30 2025-06-30 13F EXXON MOBIL COM 30231G102 18,844 -561 -2.89 2,031 -11.96 0.0864
2025-04-10 2025-03-31 13F EXXON MOBIL COM 30231G102 19,405 2,824 17.03 2,308 29.39 0.1082
2025-02-18 2024-12-31 13F EXXON MOBIL COM 30231G102 16,581 2,108 14.57 1,784 5.13 0.0897
2024-10-10 2024-09-30 13F EXXON MOBIL COM 30231G102 14,473 6,110 73.06 1,697 76.30 0.0924
2024-07-12 2024-06-30 13F EXXON MOBIL COM 30231G102 8,363 -182 -2.13 963 -3.12 0.0612
2024-04-12 2024-03-31 13F EXXON MOBIL COM 30231G102 8,545 332 4.04 993 20.95 0.0761
2024-01-16 2023-12-31 13F EXXON MOBIL COM 30231G102 8,213 1,837 28.81 821 9.61 0.0735
2023-10-25 2023-09-30 13F EXXON MOBIL COM 30231G102 6,376 365 6.07 750 16.30 0.0796
2023-07-24 2023-06-30 13F EXXON MOBIL COM 30231G102 6,011 53 0.89 645 -1.38 0.0644
2023-04-20 2023-03-31 13F EXXON MOBIL COM 30231G102 5,958 443 8.03 653 7.40 0.0696
2023-01-19 2022-12-31 13F EXXON MOBIL COM 30231G102 5,515 3 0.05 608 26.40 0.0695
2022-10-14 2022-09-30 13F EXXON MOBIL COM 30231G102 5,512 23 0.42 481 2.34 0.0605
2022-07-13 2022-06-30 13F EXXON MOBIL COM 30231G102 5,489 -130 -2.31 470 1.29 0.0580
2022-04-19 2022-03-31 13F EXXON MOBIL COM 30231G102 5,619 269 5.03 464 41.90 0.0507
2022-01-20 2021-12-31 13F EXXON MOBIL COM 30231G102 5,350 -2 -0.04 327 3.81 0.0316
2021-10-18 2021-09-30 13F EXXON MOBIL COM 30231G102 5,352 134 2.57 315 -4.26 0.0358
2021-07-19 2021-06-30 13F EXXON MOBIL COM 30231G102 5,218 -575 -9.93 329 1.86 0.0378
2021-04-26 2021-03-31 13F EXXON MOBIL COM 30231G102 5,793 696 13.66 323 53.81 0.0445
2021-01-27 2020-12-31 13F EXXON MOBIL COM 30231G102 5,097 5,097 210 0.0304
2020-10-15 2020-09-30 13F EXXON MOBIL COM 30231G102 0 -5,226 -100.00 0 -100.00
2020-08-06 2020-06-30 13F EXXON MOBIL COM 30231G102 5,226 5,226 234 0.0430
2020-05-05 2020-03-31 13F EXXON MOBIL COM 30231G102 0 -5,118 -100.00 0 -100.00
2020-01-29 2019-12-31 13F EXXON MOBIL COM 30231G102 5,118 1 0.02 357 -1.11 0.0711
2019-10-25 2019-09-30 13F EXXON MOBIL COM 30231G102 5,117 0 0.00 361 -7.91 0.0764
2019-07-25 2019-06-30 13F EXXON MOBIL COM 30231G102 5,117 -14 -0.27 392 -5.54 0.0889
2019-05-06 2019-03-31 13F EXXON MOBIL COM 30231G102 5,131 -87 -1.67 415 16.57 0.1002
2019-02-06 2018-12-31 13F EXXON MOBIL COM 30231G102 5,218 73 1.42 356 -18.54 0.0951
2018-11-07 2018-09-30 13F EXXON MOBIL COM 30231G102 5,145 286 5.89 437 8.71 0.1125
2018-08-07 2018-06-30 13F EXXON MOBIL COM 30231G102 4,859 -600 -10.99 402 -1.23 0.1083
2018-05-07 2018-03-31 13F EXXON MOBIL COM 30231G102 5,459 -13 -0.24 407 -11.14 0.1104
2018-01-31 2017-12-31 13F EXXON MOBIL COM 30231G102 5,472 0 0.00 458 2.00 0.1250
2017-10-16 2017-09-30 13F EXXON MOBIL COM 30231G102 5,472 0 0.00 449 1.58 0.1281
2017-07-31 2017-06-30 13F EXXON MOBIL COM 30231G102 5,472 100 1.86 442 0.23 0.1328
2017-04-27 2017-03-31 13F EXXON MOBIL COM 30231G102 5,372 0 0.00 441 -9.07 0.1341
2017-01-30 2016-12-31 13F EXXON MOBIL COM 30231G102 5,372 -75 -1.38 485 2.11 0.1551
2016-11-03 2016-09-30 13F EXXON MOBIL COM 30231G102 5,447 0 0.00 475 -7.05 0.1536
2016-08-03 2016-06-30 13F EXXON MOBIL COM 30231G102 5,447 0 0.00 511 12.31 0.1732
2016-05-16 2016-03-31 13F EXXON MOBIL COM 30231G102 5,447 0 0.00 455 7.06 0.1611
2016-02-08 2015-12-31 13F EXXON MOBIL COM 30231G102 5,447 -800 -12.81 425 -8.41 0.1570
2015-11-12 2015-09-30 13F EXXON MOBIL COM 30231G102 6,247 0 0.00 464 -10.77 0.2035
2015-08-07 2015-06-30 13F EXXON MOBIL COM 30231G102 6,247 0 0.00 520 -2.07 0.2127
2015-05-13 2015-03-31 13F EXXON MOBIL COM 30231G102 6,247 -300 -4.58 531 -12.23 0.2115
2015-02-24 2014-12-31 13F EXXON MOBIL COM 30231G102 6,547 0 0.00 605 -1.79 0.1865
2014-10-21 2014-09-30 13F Exxon Mobil COM 30231G102 6,547 0 0.00 616 -6.53 0.1921
2014-07-30 2014-06-30 13F Exxon Mobil COM 30231G102 6,547 0 0.00 659 2.97 0.1995
2014-07-30 2014-03-31 13F Exxon Mobil COM 30231G102 6,547 0 0.00 640 -3.47 0.2066
2014-01-30 2013-12-31 13F Exxon Mobil COM 30231G102 6,547 -910 -12.20 663 3.27 0.2357
2013-10-25 2013-09-30 13F Exxon Mobil COM 30231G102 7,457 -27 -0.36 642 -5.03 0.2328
2013-08-28 2013-06-30 13F Exxon Mobil COM 30231G102 7,484 7,484 676 0.2781
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.