Form 13-F position report

* EXXON MOBIL CORP

Reported by Herold Advisors Inc

XOM CUSIP 30231G102 Manager CIK 0001891713

Reported 38,582 shares, up 1,713 (4.6%) from the prior quarter.

Reported value 3.6%; share count 4.6% vs. the prior quarter.

Added
% of reported 13F value 1.03% This manager · Q2 2024
Shares 38,582 Quarter-end amount reported
Reported value $4,441,943 Fair value at quarter end
Consecutive quarters held 12 Through Q2 2024

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.

Reported position value by quarter
Date Holding Value
2021-12-31 2008000
2022-03-31 2838200
2022-06-30 2845000
2022-09-30 2884000
2022-12-31 3658304
2023-03-31 3637786
2023-06-30 3613399
2023-09-30 3980425
2023-12-31 3510834
2024-03-31 4286010
2024-06-30 4441943
2024-09-30 4639378
2024-12-31 6691688
2025-03-31 7725545
2025-06-30 7391061
2025-09-30 7312425
2025-12-31 7892676
2026-03-31 11084174
2026-06-30 8949000
2026-09-30 0

Quarterly position history

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

20 quarters
Quarterly reported position history for * EXXON MOBIL CORP held by Herold Advisors Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

4022 managers reported * EXXON MOBIL CORP for Q2 2024.

Managers reporting * EXXON MOBIL CORP in Q2 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 433,048,802 +49,110,257 0.96% $49,852,578,087 45 qtrs
BlackRock Inc Added 303,405,051 +30,696,671 0.79% $34,927,989,524 45 qtrs
STATE STREET CORPORATION Added 226,767,344 +16,288,456 1.14% $26,105,456,641 45 qtrs
FMR LLC Added 151,468,431 +8,811,955 1.12% $17,437,045,779 45 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 90,572,917 +11,716,296 0.91% $10,401,204,953 45 qtrs
JPMorgan Chase & Co Added 88,539,609 +8,448,388 0.84% $10,192,680,058 45 qtrs
MORGAN STANLEY Added 66,112,093 +8,673,887 0.59% $7,610,824,420 45 qtrs
Bank of America Corporation Added 65,889,109 +76,057 0.67% $7,585,154,228 45 qtrs
NORGES BANK Added 64,291,477 +7,571,783 1.11% $7,401,234,832 45 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 49,432,773 +4,270,990 0.68% $5,690,702,000 45 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2024
Filed
July 24, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
38,582
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.