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 33,852 shares, up 160 (0.5%) from the prior quarter.

Reported value 10.2%; share count 0.5% vs. the prior quarter.

Added
% of reported 13F value 1.21% This manager · Q3 2023
Shares 33,852 Quarter-end amount reported
Reported value $3,980,425 Fair value at quarter end
Consecutive quarters held 9 Through Q3 2023

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

3669 managers reported * EXXON MOBIL CORP for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 387,273,901 -969,576 1.12% $45,535,665,279 42 qtrs
BlackRock Inc Reduced 267,498,723 -4,492,019 0.9% $31,452,499,795 42 qtrs
STATE STREET CORPORATION Added 208,405,966 +4,496,099 1.36% $24,504,373,482 42 qtrs
FMR LLC Added 145,199,301 +4,162,149 1.48% $17,072,533,865 42 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 74,794,361 +668,271 1.05% $8,776,005,643 42 qtrs
Bank of America Corporation Added 59,843,933 +3,123,180 0.77% $7,036,449,692 42 qtrs
MORGAN STANLEY Added 53,828,024 +1,066,937 0.64% $6,329,099,430 42 qtrs
JPMorgan Chase & Co Reduced 52,213,799 -3,756,551 0.68% $6,139,298,618 42 qtrs
NORGES BANK Reduced 50,569,003 -99,405 1.21% $5,945,903,373 42 qtrs
NORTHERN TRUST CORPORATION Added 43,696,758 +576,078 1.0% $5,137,864,805 42 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
November 08, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
33,852
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.