Exxon Mobil Corporation
MX ˙ BMV ˙ US30231G1022
SecurityMX:XOM / Exxon Mobil Corporation
InstitutionIMA Wealth, Inc.
Latest Disclosed Ownership22,010 shares
Latest Disclosed Value $ 3,734,216
IMA Wealth, Inc. reports 0.82% decrease in ownership of XOM / Exxon Mobil Corporation

On May 6, 2026 - IMA Wealth, Inc. filed a 13F-HR form disclosing ownership of 22,010 shares of Exxon Mobil Corporation (MX:XOM) valued at $3,734,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 22,193 shares of Exxon Mobil Corporation. This represents a change in shares of -0.82% 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)
2026-05-06 2026-03-31 13F Exxon Mobil Common Stock 30231G102 22,010 -183 -0.82 3,734 39.85 0.3646
2026-02-11 2025-12-31 13F Exxon Mobil Common Stock 30231G102 22,193 -64 -0.29 2,671 6.42 0.2565
2025-11-06 2025-09-30 13F Exxon Mobil Common Stock 30231G102 22,257 4 0.02 2,509 4.63 0.2529
2025-08-08 2025-06-30 13F Exxon Mobil Common Stock 30231G102 22,253 -2,049 -8.43 2,399 -17.02 0.2571
2025-05-06 2025-03-31 13F Exxon Mobil Common Stock 30231G102 24,302 -6,153 -20.20 2,890 -11.78 0.3428
2025-02-14 2024-12-31 13F EXXON MOBIL COM 30231G102 30,455 -2,670 -8.06 3,276 -15.61 0.3945
2024-11-14 2024-09-30 13F Exxon Mobil Common Stock 30231G102 33,125 -1,280 -3.72 3,883 -1.97 0.8452
2024-08-06 2024-06-30 13F/A-1 EXXON MOBIL COM 30231G102 34,405 34,405 3,961 1.7494
2024-07-25 2024-06-30 13F EXXON MOBIL COM 30231G102 34,405 34,405 3,961 0.9002
2024-02-05 2023-12-31 13F EXXON MOBIL COM 30231G102 0 -369 -100.00 0 -100.00
2023-11-28 2023-09-30 13F EXXON MOBIL COM 30231G102 369 0 0.00 43 10.26 0.0112
2023-08-15 2023-06-30 13F EXXON MOBIL COM 30231G102 369 324 720.00 40 875.00 0.0102
2023-05-16 2023-03-31 13F EXXON MOBIL COM 30231G102 45 -165 -78.57 5 -82.61 0.0013
2023-02-16 2022-12-31 13F EXXON MOBIL COM 30231G102 210 45 27.27 23 64.29 0.0061
2022-11-15 2022-09-30 13F EXXON MOBIL COM 30231G102 165 0 0.00 14 0.00 0.0038
2022-08-18 2022-06-30 13F EXXON MOBIL COM 30231G102 165 0 0.00 14 0.00 0.0034
2022-06-13 2022-03-31 13F EXXON MOBIL COM 30231G102 165 0 0.00 14 40.00 0.0032
2022-02-14 2021-12-31 13F EXXON MOBIL COM 30231G102 165 0 0.00 10 0.00 0.0022
2021-11-03 2021-09-30 13F EXXON MOBIL COM 30231G102 165 0 0.00 10 0.00 0.0024
2021-08-13 2021-06-30 13F EXXON MOBIL COM 30231G102 165 0 0.00 10 11.11 0.0023
2021-05-13 2021-03-31 13F EXXON MOBIL COM 30231G102 165 -85 -34.00 9 -10.00 0.0022
2021-02-08 2020-12-31 13F EXXON MOBIL COM 30231G102 250 -96 -27.75 10 -16.67 0.0028
2020-11-16 2020-09-30 13F EXXON MOBIL COM 30231G102 346 -14,650 -97.69 12 -98.21 0.0040
2020-08-13 2020-06-30 13F EXXON MOBIL COM 30231G102 14,996 -460 -2.98 671 14.31 0.2426
2020-04-14 2020-03-31 13F EXXON MOBIL COM 30231G102 15,456 -948 -5.78 587 -48.73 0.2583
2020-02-24 2019-12-31 13F EXXON MOBIL COM 30231G102 16,404 -2,768 -14.44 1,145 -15.44 0.4250
2019-10-29 2019-09-30 13F EXXON MOBIL COM 30231G102 19,172 0 0.00 1,354 -7.83 0.5114
2019-07-19 2019-06-30 13F EXXON MOBIL COM 30231G102 19,172 -540 -2.74 1,469 -7.78 0.5492
2019-05-09 2019-03-31 13F EXXON MOBIL COM 30231G102 19,712 831 4.40 1,593 23.78 0.6184
2019-01-15 2018-12-31 13F EXXON MOBIL COM 30231G102 18,881 -707 -3.61 1,287 -22.70 0.6005
2018-10-18 2018-09-30 13F EXXON MOBIL COM 30231G102 19,588 -150 -0.76 1,665 1.96 0.6511
2018-08-01 2018-06-30 13F EXXON MOBIL COM 30231G102 19,738 -2,609 -11.67 1,633 -2.04 0.6803
2018-04-20 2018-03-31 13F EXXON MOBIL COM 30231G102 22,347 -480 -2.10 1,667 -12.68 0.7420
2018-02-05 2017-12-31 13F EXXON MOBIL COM 30231G102 22,827 -1,346 -5.57 1,909 -3.68 0.8541
2017-10-24 2017-09-30 13F EXXON MOBIL COM 30231G102 24,173 -1,349 -5.29 1,982 -3.79 0.9196
2017-07-31 2017-06-30 13F EXXON MOBIL COM 30231G102 25,522 -1,175 -4.40 2,060 -5.89 0.9907
2017-06-06 2017-03-31 13F EXXON MOBIL COM 30231G102 26,697 -6,488 -19.55 2,189 -26.91 1.1016
2017-03-30 2016-12-31 13F Exxon Mobil COM 30231G102 33,185 -2,120 -6.00 2,995 -2.79 1.8450
2016-12-07 2016-09-30 13F Exxon Mobil COM 30231G102 35,305 538 1.55 3,081 -5.46 1.7612
2016-12-08 2016-06-30 13F Exxon Mobil COM 30231G102 34,767 -2,120 -5.75 3,259 6.75 2.0445
2016-12-08 2016-03-31 13F Exxon Mobil COM 30231G102 36,887 144 0.39 3,053 7.65 1.7709
2016-12-08 2015-12-31 13F Exxon Mobil COM 30231G102 36,743 -2,926 -7.38 2,836 -2.98 1.7216
2016-12-08 2015-09-30 13F Exxon Mobil COM 30231G102 39,669 3,033 8.28 2,923 -4.10 1.8526
2015-07-24 2015-06-30 13F Exxon Mobil COM 30231G102 36,636 -6,338 -14.75 3,048 -16.56 1.4499
2015-04-14 2015-03-31 13F Exxon Mobil COM 30231G102 42,974 260 0.61 3,653 -7.50 1.7757
2015-01-09 2014-12-31 13F Exxon Mobil COM 30231G102 42,714 -2,320 -5.15 3,949 -6.75 2.0403
2014-10-16 2014-09-30 13F Exxon Mobil COM 30231G102 45,034 -90 -0.20 4,235 -6.78 1.9990
2014-07-17 2014-06-30 13F Exxon Mobil COM 30231G102 45,124 -533 -1.17 4,543 1.86 2.0787
2014-04-15 2014-03-31 13F Exxon Mobil COM 30231G102 45,657 -1,150 -2.46 4,460 -5.85 2.0847
2014-01-30 2013-12-31 13F Exxon Mobil COM 30231G102 46,807 -40 -0.09 4,737 17.51 2.2531
2013-10-03 2013-09-30 13F Exxon Mobil COM 30231G102 46,847 310 0.67 4,031 -4.14 1.9781
2013-07-16 2013-06-30 13F Exxon Mobil COM 30231G102 46,537 46,537 4,205 2.2837
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.