埃克森美孚公司
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership976,115 shares
Latest Disclosed Value $ 165,607,725
EP Wealth Advisors, Inc. reports 2.90% decrease in ownership of XOM / Exxon Mobil Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 976,115 shares of Exxon Mobil Corporation (MX:XOM) valued at $165,607,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 1,005,274 shares of Exxon Mobil Corporation. This represents a change in shares of -2.90% 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)
2026-05-14 2026-03-31 13F EXXON MOBIL COM 30231G102 976,115 -29,159 -2.90 165,608 36.89 0.8135
2026-02-18 2025-12-31 13F EXXON MOBIL COM 30231G102 1,005,274 73,181 7.85 120,975 20.40 0.6285
2025-08-14 2025-06-30 13F EXXON MOBIL COM 30231G102 932,093 30,830 3.42 100,480 -6.26 0.6604
2025-05-15 2025-03-31 13F EXXON MOBIL COM 30231G102 901,263 53,474 6.31 107,187 17.53 0.8563
2025-02-14 2024-12-31 13F EXXON MOBIL COM 30231G102 847,789 -15,018 -1.74 91,197 -9.83 0.7442
2024-11-15 2024-09-30 13F EXXON MOBIL COM 30231G102 862,807 83,740 10.75 101,138 12.77 0.8693
2024-08-19 2024-06-30 13F EXXON MOBIL COM 30231G102 779,067 33,641 4.51 89,686 3.51 0.9528
2024-05-14 2024-03-31 13F EXXON MOBIL COM 30231G102 745,426 17,447 2.40 86,648 19.05 1.0128
2024-02-28 2023-12-31 13F EXXON MOBIL COM 30231G102 727,979 35,180 5.08 72,783 -10.65 0.9283
2023-11-24 2023-09-30 13F EXXON MOBIL COM 30231G102 692,799 685,340 9,188.09 81,459 12.62 1.2636
2023-08-14 2023-06-30 13F EXXON MOBIL COM 30231G102 7,459 -5,541 -42.62 72,333 19,881.22 1.0427
2023-06-05 2023-03-31 13F EXXON MOBIL COM 30231G102 13,000 -625,799 -97.96 363 -99.49 0.0062
2023-06-12 2022-12-31 13F EXXON MOBIL COM 30231G102 638,799 -11,157 -1.72 70,460 24.16 1.2697
2022-12-02 2022-09-30 13F EXXON MOBIL COM 30231G102 649,956 44,555 7.36 56,748 9.45 1.2870
2022-08-11 2022-06-30 13F EXXON MOBIL COM 30231G102 605,401 7,076 1.18 51,847 4.92 1.1677
2022-05-20 2022-03-31 13F EXXON MOBIL COM 30231G102 598,325 81,085 15.68 49,416 56.13 1.0848
2022-02-17 2021-12-31 13F EXXON MOBIL COM 30231G102 517,240 4,314 0.84 31,650 4.91 0.7481
2021-11-23 2021-09-30 13F/A-1 EXXON MOBIL COM 30231G102 512,926 39,737 8.40 30,170 1.08 0.8273
2021-11-16 2021-09-30 13F EXXON MOBIL COM 30231G102 5,443 -467,746 30,170 0.8273
2021-08-24 2021-06-30 13F EXXON MOBIL COM 30231G102 473,189 31,379 7.10 29,849 21.01 0.8275
2021-05-17 2021-03-31 13F EXXON MOBIL COM 30231G102 441,810 57,386 14.93 24,666 55.66 0.7842
2021-02-18 2020-12-31 13F EXXON MOBIL COM 30231G102 384,424 10,196 2.72 15,846 23.34 0.5571
2020-11-17 2020-09-30 13F EXXON MOBIL COM 30231G102 374,228 24,103 6.88 12,847 -17.95 0.5528
2020-08-14 2020-06-30 13F EXXON MOBIL COM 30231G102 350,125 42,373 13.77 15,658 34.00 0.6686
2020-05-18 2020-03-31 13F EXXON MOBIL COM 30231G102 307,752 -2,077 -0.67 11,685 -45.95 0.5718
2020-02-14 2019-12-31 13F EXXON MOBIL COM 30231G102 309,829 66,180 27.16 21,620 25.67 0.8903
2019-11-18 2019-09-30 13F EXXON MOBIL COM 30231G102 243,649 4,550 1.90 17,204 -6.10 0.8531
2019-08-27 2019-06-30 13F EXXON MOBIL COM 30231G102 239,099 10,203 4.46 18,322 -0.94 1.1447
2019-05-20 2019-03-31 13F EXXON MOBIL COM 30231G102 228,896 26,996 13.37 18,495 34.33 1.7784
2019-02-15 2018-12-31 13F EXXON MOBIL COM 30231G102 201,900 -44,067 -17.92 13,768 -34.16 1.0620
2018-11-15 2018-09-30 13F EXXON MOBIL COM 30231G102 245,967 41,987 20.58 20,912 23.92 1.6339
2018-08-14 2018-06-30 13F EXXON MOBIL COM 30231G102 203,980 4,596 2.31 16,875 13.44 1.5922
2018-05-15 2018-03-31 13F EXXON MOBIL COM 30231G102 199,384 19,435 10.80 14,876 -1.16 1.4378
2018-02-15 2017-12-31 13F EXXON MOBIL COM 30231G102 179,949 10,643 6.29 15,051 8.44 1.5881
2017-11-15 2017-09-30 13F EXXON MOBIL COM 30231G102 169,306 9,941 6.24 13,880 7.88 1.6031
2017-08-17 2017-06-30 13F EXXON MOBIL COM 30231G102 159,365 11,377 7.69 12,866 6.02 1.5770
2017-05-15 2017-03-31 13F EXXON MOBIL COM 30231G102 147,988 2,067 1.42 12,136 3.67 1.6740
2017-02-15 2016-12-31 13F EXXON MOBIL COM 30231G102 145,921 14,294 10.86 11,706 1.90 1.7108
2016-11-14 2016-09-30 13F EXXON MOBIL COM 30231G102 131,627 -1,483 -1.11 11,488 -7.93 1.7952
2016-08-15 2016-06-30 13F EXXON MOBIL COM 30231G102 133,110 -22,471 -14.44 12,478 -4.05 1.9884
2016-05-16 2016-03-31 13F EXXON MOBIL COM 30231G102 155,581 -3,690 -2.32 13,005 4.75 1.9943
2016-02-16 2015-12-31 13F EXXON MOBIL COM 30231G102 159,271 -17,478 -9.89 12,415 -5.52 2.0869
2015-11-17 2015-09-30 13F EXXON MOBIL COM 30231G102 176,749 -18,213 -9.34 13,141 -18.98 2.5049
2015-08-14 2015-06-30 13F Exxon Mobil Common 30231G102 194,962 21,658 12.50 16,221 10.12 3.0399
2015-05-15 2015-03-31 13F Exxon Mobil Common 30231G102 173,304 14,673 9.25 14,731 0.44 2.7700
2015-02-17 2014-12-31 13F Exxon Mobil Common 30231G102 158,631 984 0.62 14,665 -1.09 2.4168
2014-11-12 2014-09-30 13F Exxon Mobil Common 30231G102 157,647 14,150 9.86 14,827 2.63 2.4011
2014-07-25 2014-06-30 13F EXXON MOBIL Common 30231G102 143,497 6,539 4.77 14,447 7.99 3.3573
2014-05-15 2014-03-31 13F ExxonMobilCorp. Common 30231G102 136,958 8,497 6.61 13,378 2.91 3.6590
2014-02-14 2013-12-31 13F Exxon Mobil Common 30231G102 128,461 2,071 1.64 13,000 19.54 3.3717
2013-11-14 2013-09-30 13F Exxon Mobil Common 30231G102 126,390 4,696 3.86 10,875 -1.09 3.4169
2013-08-14 2013-06-30 13F Exxon Mobil Common 30231G102 121,694 121,694 10,995 3.9669
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.