Apella Capital LLC Increases Stock Position in Exxon Mobil Corporation $XOM

Apella Capital LLC lifted its holdings in Exxon Mobil Corporation (NYSE:XOM) by 50.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,807 shares of the oil and gas company’s stock after buying an additional 12,956 shares during the quarter. Apella Capital LLC’s holdings in Exxon Mobil were worth $4,294,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of XOM. Vanguard Group Inc. grew its holdings in Exxon Mobil by 0.3% in the second quarter. Vanguard Group Inc. now owns 431,058,875 shares of the oil and gas company’s stock worth $46,468,147,000 after purchasing an additional 1,111,231 shares during the period. Geode Capital Management LLC boosted its position in shares of Exxon Mobil by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 96,307,931 shares of the oil and gas company’s stock worth $10,345,132,000 after purchasing an additional 342,967 shares in the last quarter. Norges Bank purchased a new stake in shares of Exxon Mobil in the 2nd quarter worth approximately $6,163,719,000. Bank of New York Mellon Corp grew its stake in shares of Exxon Mobil by 2.8% in the 2nd quarter. Bank of New York Mellon Corp now owns 46,598,313 shares of the oil and gas company’s stock worth $5,023,298,000 after buying an additional 1,274,860 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. increased its position in Exxon Mobil by 3.5% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 33,500,304 shares of the oil and gas company’s stock valued at $3,611,553,000 after buying an additional 1,126,912 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: Shares hit a new 52-week high as investor confidence rebounded despite a large drop in oil prices — the market appears rewarding Exxon for scale, cash returns and perceived resilience. Why Exxon Mobil Stock Just Hit a New 52-Week High While Oil Prices Tanked 20%
• Positive Sentiment: Coverage highlights Exxon as a high-yield blue-chip energy pick for 2026, underscoring its dividend reliability and appeal to income investors amid volatile oil. Big Energy Equals Big Dependable Dividends: 5 High-Yield Blue Chips to Buy for 2026
• Positive Sentiment: Analysts note Exxon is investing in AI and digital tools (alongside peers) to cut costs and improve returns — a structural efficiency story that supports margins if executed. Which Oil and Gas Stocks Are Best Positioned for AI Adoption
• Neutral Sentiment: Commentary on “long-cycle energy coordination” and sector dynamics suggests macro and capital-allocation trends are supporting large integrated producers, but impacts are gradual and policy-dependent. Exxon Mobil (NYSE:XOM) s&p 500 today Shows Long-Cycle Energy Coordination
• Negative Sentiment: Deep-dive analysis warns Exxon, despite low-cost advantages, remains exposed to a structural oil oversupply and sustained weak crude that could hit upstream margins and overall earnings. Exxon Mobil: A Low-Cost Leader Still Vulnerable To A Structural Oil Oversupply
• Negative Sentiment: Analyst notes question whether Exxon can fully insulate earnings from ongoing weakness in oil prices given upstream exposure — a risk if crude stays below $60/barrel. Can ExxonMobil Sail Through the Ongoing Weakness in Oil Prices?

Analyst Upgrades and Downgrades

Several research firms have commented on XOM. BNP Paribas raised Exxon Mobil from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Bank of America lowered their price target on Exxon Mobil from $119.00 to $118.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Piper Sandler upped their price target on shares of Exxon Mobil from $141.00 to $144.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Barclays reduced their price objective on shares of Exxon Mobil from $127.00 to $126.00 and set an “overweight” rating for the company in a research note on Tuesday, October 7th. Finally, Mizuho lifted their target price on shares of Exxon Mobil from $129.00 to $132.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, Exxon Mobil has a consensus rating of “Moderate Buy” and a consensus price target of $129.45.

Insider Buying and Selling at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total value of $351,570.00. Following the transaction, the vice president directly owned 28,584 shares in the company, valued at $3,349,758.96. This trade represents a 9.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.03% of the stock is owned by insiders.

Exxon Mobil Stock Performance

Shares of XOM stock opened at $120.98 on Wednesday. The company has a quick ratio of 0.79, a current ratio of 1.14 and a debt-to-equity ratio of 0.12. The company has a 50 day moving average price of $116.98 and a 200-day moving average price of $113.39. Exxon Mobil Corporation has a 52 week low of $97.80 and a 52 week high of $121.80. The firm has a market capitalization of $510.20 billion, a PE ratio of 17.58, a P/E/G ratio of 7.58 and a beta of 0.38.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings data on Friday, June 17th. The oil and gas company reported $0.65 earnings per share for the quarter. The company had revenue of $57.55 billion for the quarter. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. As a group, equities research analysts expect that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were paid a dividend of $1.03 per share. The ex-dividend date was Friday, November 14th. This represents a $4.12 dividend on an annualized basis and a yield of 3.4%. This is a boost from Exxon Mobil’s previous quarterly dividend of $0.99. Exxon Mobil’s dividend payout ratio (DPR) is presently 59.88%.

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.