埃克森美孚公司
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionBIP Wealth, LLC
Latest Disclosed Ownership31,830 shares
Latest Disclosed Value $ 5,400,337
BIP Wealth, LLC reports 17.07% decrease in ownership of XOM / Exxon Mobil Corporation

On April 27, 2026 - BIP Wealth, LLC filed a 13F-HR form disclosing ownership of 31,830 shares of Exxon Mobil Corporation (MX:XOM) valued at $5,400,337 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 38,384 shares of Exxon Mobil Corporation. This represents a change in shares of -17.07% 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)
2026-04-27 2026-03-31 13F EXXON MOBIL COM 30231G102 31,830 -6,554 -17.07 5,400 16.91 0.2197
2026-01-21 2025-12-31 13F EXXON MOBIL COM 30231G102 38,384 16,921 78.84 4,619 90.95 0.1630
2025-10-30 2025-09-30 13F EXXON MOBIL COM 30231G102 21,463 1,810 9.21 2,420 14.21 0.1196
2025-07-31 2025-06-30 13F EXXON MOBIL COM 30231G102 19,653 584 3.06 2,119 -6.57 0.1305
2025-05-02 2025-03-31 13F EXXON MOBIL COM 30231G102 19,069 -387 -1.99 2,268 8.37 0.1478
2025-02-14 2024-12-31 13F EXXON MOBIL COM 30231G102 19,456 -4,165 -17.63 2,093 -24.42 0.1400
2024-11-07 2024-09-30 13F EXXON MOBIL COM 30231G102 23,621 5,145 27.85 2,769 30.14 0.1886
2024-08-08 2024-06-30 13F EXXON MOBIL COM 30231G102 18,476 -4,088 -18.12 2,127 -18.88 0.1742
2024-05-08 2024-03-31 13F EXXON MOBIL COM 30231G102 22,564 1,018 4.72 2,623 21.73 0.1918
2024-02-02 2023-12-31 13F EXXON MOBIL COM 30231G102 21,546 4,215 24.32 2,154 5.74 0.1695
2023-11-09 2023-09-30 13F EXXON MOBIL COM 30231G102 17,331 -2,598 -13.04 2,038 -4.68 0.1873
2023-07-27 2023-06-30 13F EXXON MOBIL COM 30231G102 19,929 3,161 18.85 2,137 16.27 0.1748
2023-05-10 2023-03-31 13F EXXON MOBIL COM 30231G102 16,768 16,768 1,839 0.2023
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.