Form 13-F position report Filing season in progress

EXXON MOBIL CORP

Reported by Herold Advisors Inc

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

Reported 0 shares, down 65,431 (100.0%) from the prior quarter.

Reported value -100.0%; share count -100.0% vs. the prior quarter.

Reduced
% of reported 13F value 0 This manager · Q3 2026
Shares 0 Quarter-end amount reported
Reported value $0 Fair value at quarter end
Consecutive quarters held 21 Through Q3 2026

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

2013 managers reported EXXON MOBIL CORP for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
DOLIVER ADVISORS LP Reduced 1,047,445 -5,419 37.2% $170,471,731 38 qtrs
Rakuten Investment Management Inc Added 740,157 +61,538 0.29% $119,424,331 5 qtrs
FERGUSON WELLMAN CAPITAL MANAGEMENT INC New 231,681 +231,681 0.45% $37,706,120 54 qtrs
Diversified Investment Strategies LLC Reduced 191,091 -8,351 20.18% $31,100,030 29 qtrs
Westchester Capital Management Inc Reduced 117,789 -505 3.34% $19,170,160 54 qtrs
WENDELL DAVID ASSOCIATES INC Reduced 91,725 -166 1.56% $14,928,000 54 qtrs
Boit C F David Reduced 83,853 -200 5.66% $13,647,076 17 qtrs
Fruth Investment Management Reduced 79,426 -714 3.16% $12,926,000 54 qtrs
CWA Asset Management Group LLC Added 54,235 +831 0.26% $8,826,721 9 qtrs
Generali Investments CEE investicni spolecnost a s Unchanged 47,700 0 0.31% $6,521,544 8 qtrs
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Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 19, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

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.