Form 13-F position report

* EXXON MOBIL CORP

Reported by Herold Advisors Inc

Company profile Manager portfolio Source filing
XOM CUSIP 30231G102 Manager CIK 0001891713
Latest reported change

Reported 33,167 shares, up 128 (0.4%) from the prior quarter.

Reported value 26.8%; share count 0.4% vs. the prior quarter.

Added
% of reported 13F value 1.55% This manager · Q4 2022
Shares 33,167 Quarter-end amount reported
Reported value $3,658,304 Fair value at quarter end
Consecutive quarters held 6 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 0 -65,431 (-100.0%) 0 $0 2026-10-19
Q2 2026 Added 65,431 +101 (0.2%) 1.77% $8,949,000 2026-07-22
Q1 2026 Reduced 65,330 -257 (-0.4%) 2.43% $11,084,174 2026-05-15
Q4 2025 Added 65,587 +736 (1.1%) 1.76% $7,892,676 2026-02-17
Q3 2025 Reduced 64,851 -3,712 (-5.4%) 1.69% $7,312,425 2025-11-13
Q2 2025 Added 68,563 +3,608 (5.6%) 1.55% $7,391,061 2025-08-14
Q1 2025 Added 64,955 +2,751 (4.4%) 1.7% $7,725,545 2025-05-13
Q4 2024 Added 62,204 +22,628 (57.2%) 1.46% $6,691,688 2025-02-14
Q3 2024 Added 39,576 +994 (2.6%) 1.01% $4,639,378 2024-11-14
Q2 2024 Added 38,582 +1,713 (4.6%) 1.03% $4,441,943 2024-07-24
Q1 2024 Added 36,869 +1,757 (5.0%) 1.04% $4,286,010 2024-05-10
Q4 2023 Added 35,112 +1,260 (3.7%) 0.97% $3,510,834 2024-02-02
Q3 2023 Added 33,852 +160 (0.5%) 1.21% $3,980,425 2023-11-08
Q2 2023 Added 33,692 +519 (1.6%) 1.11% $3,613,399 2023-07-17
Q1 2023 Added 33,173 +6 (0.0%) 1.26% $3,637,786 2023-04-19
Q4 2022 Added 33,167 +128 (0.4%) 1.55% $3,658,304 2023-02-14
Q3 2022 Reduced 33,039 -187 (-0.6%) 1.39% $2,884,000 2022-11-08
Q2 2022 Reduced 33,226 -1,138 (-3.3%) 1.27% $2,845,000 2022-07-15
Q1 2022 Added 34,364 +1,546 (4.7%) 1.01% $2,838,200 2022-05-09
Q4 2021 Added 32,818 +2,465 (8.1%) 0.78% $2,008,000 2022-01-20
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Institutional context

Who else reported the position

3626 managers reported * EXXON MOBIL CORP for Q4 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 368,671,214 -70,513 1.11% $40,664,434,903 39 qtrs
BlackRock Inc Added 291,193,841 +10,367,104 1.01% $32,118,680,633 39 qtrs
STATE STREET CORPORATION Reduced 223,237,162 -6,927,830 1.45% $24,623,058,969 39 qtrs
FMR LLC Added 142,268,484 +2,074,684 1.56% $15,692,213,703 39 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 73,350,328 -1,219,919 1.13% $8,078,800,000 39 qtrs
Arete Wealth Advisors LLC Added 67,103 +7,954 0.65% $7,401,433,615 37 qtrs
JPMorgan Chase & Co Added 53,325,975 +3,478,982 0.78% $5,881,854,000 39 qtrs
MORGAN STANLEY Added 52,478,674 +5,566,797 0.66% $5,788,397,948 39 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Added 51,770,044 +1,133,309 1.3% $5,710,235,795 39 qtrs
NORGES BANK Added 47,383,406 +894,284 1.26% $5,226,389,682 39 qtrs
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Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 14, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
33,167
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.