Stokes Capital Advisors LLC Makes New Investment in Exxon Mobil Corporation $XOM

Stokes Capital Advisors LLC bought a new position in Exxon Mobil Corporation (NYSE:XOM) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 17,308 shares of the oil and gas company’s stock, valued at approximately $2,083,000.

Other hedge funds also recently added to or reduced their stakes in the company. Westfuller Advisors LLC bought a new stake in Exxon Mobil in the 3rd quarter valued at about $30,000. Clayton Financial Group LLC bought a new position in Exxon Mobil during the 3rd quarter valued at $40,000. TruNorth Capital Management LLC boosted its stake in Exxon Mobil by 1,595.2% during the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock valued at $40,000 after buying an additional 335 shares in the last quarter. Bare Financial Services Inc boosted its position in shares of Exxon Mobil by 121.8% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock valued at $39,000 after purchasing an additional 201 shares in the last quarter. Finally, Halbert Hargrove Global Advisors LLC boosted its holdings in Exxon Mobil by 95.8% during the third quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock worth $42,000 after buying an additional 181 shares in the last quarter. 61.80% of the stock is currently owned by institutional investors.

Key Exxon Mobil News

Here are the key news stories impacting Exxon Mobil this week:

• Positive Sentiment: Rising crude and geopolitical risk lift near‑term outlook — higher oil prices from Middle East tensions are cited as a catalyst for stronger cash flow and earnings potential for Exxon. What Lies Ahead for ExxonMobil Amid Surging Crude Prices?
• Positive Sentiment: Analyst upgrades and target hikes: Morgan Stanley raised its price target to $172 and kept an Overweight rating, supporting higher sentiment and buying. Benzinga
• Positive Sentiment: Bernstein raised its price recommendation to $195 (from $159) and reiterated Outperform, adding upside to estimates and investor interest. Bernstein Raises Exxon Target
• Positive Sentiment: Broker upgrades to earnings forecasts: Erste Group lifted FY2026 and FY2027 EPS estimates, implying stronger forward earnings than consensus. MarketBeat: Erste Group note
• Positive Sentiment: Unusual options flow — traders bought ~163,879 XOM call contracts (about a 30% increase vs. typical call volume), indicating speculative or hedged bullish bets that likely boosted intraday demand.
• Positive Sentiment: Operational execution: Exxon participated in the industry’s first fully automated offshore well placement in Guyana, showcasing tech-led efficiency gains that can lower costs and speed production growth. Halliburton & Guyana automation
• Neutral Sentiment: Strategic portfolio moves: Exxon is weighing an exit from New Zealand to refocus on higher‑return advantaged assets — a potential long‑term efficiency play but not an immediate earnings driver. Exxon New Zealand exit
• Negative Sentiment: Valuation and downside risk commentary: Several pieces note XOM’s valuation has risen sharply (one piece highlights XOM exceeding Nvidia by some measures) and question whether elevated oil prices could later expose valuation downside if prices normalize. Exxon vs. Nvidia valuation discussion
• Negative Sentiment: “Tailwind or trap?” analysts warn that while oil >$95 helps earnings now, higher valuations and sustained high prices raise the risk of sharper downside if geopolitical tensions ease. Oil Over $95: Tailwind or Trap?

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the company. BNP Paribas Exane lowered Exxon Mobil from a “neutral” rating to an “underperform” rating and set a $125.00 price target for the company. in a research report on Tuesday, February 3rd. UBS Group reaffirmed a “buy” rating and issued a $171.00 price target on shares of Exxon Mobil in a research note on Monday, February 2nd. Citigroup raised their price objective on shares of Exxon Mobil from $118.00 to $150.00 and gave the company a “neutral” rating in a research report on Monday, March 2nd. Morgan Stanley raised their target price on Exxon Mobil from $134.00 to $172.00 and gave the company an “overweight” rating in a report on Friday. Finally, TD Cowen lifted their price target on shares of Exxon Mobil from $135.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, February 3rd. Nine equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $151.00.

Exxon Mobil Trading Up 3.5%

Exxon Mobil stock opened at $171.17 on Friday. The business has a 50 day moving average price of $149.30 and a two-hundred day moving average price of $128.01. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.13. The stock has a market cap of $713.22 billion, a price-to-earnings ratio of 25.59, a price-to-earnings-growth ratio of 1.23 and a beta of 0.35. Exxon Mobil Corporation has a 12 month low of $97.80 and a 12 month high of $171.23.

Exxon Mobil (NYSE:XOM) last posted its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08. The firm had revenue of $80.04 billion for the quarter, compared to the consensus estimate of $77.98 billion. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The business’s revenue was down 1.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.67 earnings per share. As a group, equities analysts forecast that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Exxon Mobil Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th were paid a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a yield of 2.4%. The ex-dividend date was Thursday, February 12th. Exxon Mobil’s dividend payout ratio is currently 61.58%.

Insider Transactions at Exxon Mobil

In related news, VP Darrin L. Talley sold 5,000 shares of Exxon Mobil stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $139.75, for a total transaction of $698,750.00. Following the completion of the transaction, the vice president directly owned 23,584 shares of the company’s stock, valued at $3,295,864. This trade represents a 17.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Over the last ninety days, insiders have sold 11,460 shares of company stock worth $1,687,854. Company insiders own 0.03% of the company’s stock.

Exxon Mobil Company Profile

Exxon Mobil Corporation (NYSE: XOM) is an integrated oil and gas company engaged in the exploration, production, refining, distribution and marketing of petroleum products and the manufacture and sale of petrochemicals. Its operations span the full energy value chain, including upstream exploration and development of crude oil and natural gas; midstream transportation and storage; and downstream refining, product distribution and retail. The company also produces a broad range of chemical products for industrial and consumer applications.

ExxonMobil markets fuels and lubricants under well-known brands such as Exxon, Mobil and Esso, and its Mobil 1 motor oil is a prominent consumer product.