BWM Planning LLC Has $4.33 Million Position in Exxon Mobil Corporation $XOM

Posted by ABMN Staff on Jan 25th, 2026

BWM Planning LLC boosted its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 20.1% in the third quarter, Holdings Channel reports. The institutional investor owned 38,384 shares of the oil and gas company’s stock after buying an additional 6,434 shares during the period. Exxon Mobil accounts for approximately 1.3% of BWM Planning LLC’s holdings, making the stock its 21st largest position. BWM Planning LLC’s holdings in Exxon Mobil were worth $4,328,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of 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 last quarter. Geode Capital Management LLC lifted its holdings in Exxon Mobil by 0.4% during 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 buying an additional 342,967 shares during the period. Norges Bank acquired a new position in Exxon Mobil during the 2nd quarter worth about $6,163,719,000. Bank of New York Mellon Corp increased its stake in shares of Exxon Mobil by 2.8% in the second quarter. Bank of New York Mellon Corp now owns 46,598,313 shares of the oil and gas company’s stock valued at $5,023,298,000 after buying an additional 1,274,860 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its position in shares of Exxon Mobil by 3.5% during the second quarter. Charles Schwab Investment Management Inc. now owns 33,500,304 shares of the oil and gas company’s stock worth $3,611,553,000 after acquiring an additional 1,126,912 shares during the last quarter. 61.80% of the stock is owned by institutional investors.

Exxon Mobil Stock Performance

Shares of XOM opened at $134.93 on Friday. Exxon Mobil Corporation has a one year low of $97.80 and a one year high of $135.98. The company has a market cap of $569.03 billion, a PE ratio of 19.61, a P/E/G ratio of 8.59 and a beta of 0.37. The stock has a 50-day moving average of $120.74 and a 200-day moving average of $115.28. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.14 and a quick ratio of 0.79.

Exxon Mobil (NYSE:XOM – Get Free Report) last announced its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.72 by $0.16. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The business had revenue of $83.33 billion for the quarter, compared to analyst estimates of $83.09 billion. During the same quarter in the prior year, the company earned $1.92 earnings per share. The company’s quarterly revenue was down 5.2% on a year-over-year basis. On average, equities research analysts predict that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were issued a $1.03 dividend. The ex-dividend date was Friday, November 14th. This represents a $4.12 dividend on an annualized basis and a dividend yield of 3.1%. This is an increase from Exxon Mobil’s previous quarterly dividend of $0.99. Exxon Mobil’s dividend payout ratio (DPR) is 59.88%.

Trending Headlines about Exxon Mobil

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

Positive Sentiment: JPMorgan raised its price target on XOM by $9, providing a direct analyst-driven valuation bump that can support upside and investor confidence. Exxon Mobil (XOM) Price Target Raised by $9 at JPMorgan
Positive Sentiment: DBS initiated/returned a Buy on XOM, adding another positive analyst endorsement that can drive flows into the stock. Exxon Mobil (XOM) Receives a Buy from DBS
Positive Sentiment: Exxon broke ground on a Baytown refinery project to expand diesel and lubricant base-stock capacity — a capital allocation move that supports downstream margin expansion and longer-term earnings resilience. Exxon Mobil breaks ground on Baytown refinery project for diesel and lubricant base stocks
Positive Sentiment: Zacks and other notes flag that Exxon has the mix of factors likely to produce an earnings beat in the upcoming quarterly release — expectations that tend to lift the stock into reporting. Exxon Mobil (XOM) Expected to Beat Earnings Estimates: Should You Buy?
Neutral Sentiment: Exxon is scheduled to post quarterly results on Friday — the timing concentrates focus and volatility around the print. Exxon Mobil (XOM) Projected to Post Quarterly Earnings on Friday
Neutral Sentiment: TV mentions (CNBC) and broader media coverage are giving XOM visibility; such coverage can amplify short-term flows but is not a fundamental driver. Kimberly Clark, S&P Global, Exxon Mobil And A Health Care Stock On CNBC’s ‘Final Trades’
Neutral Sentiment: Analysts remain mixed on energy names, with some preferring fee‑based midstream peers (EPD) for stability — a comparative view that can temper multiple expansion for major integrated oil names like Exxon. ExxonMobil vs. EPD: Which Energy Stock Boasts Better Prospects?
Negative Sentiment: Macro/geopolitical noise and softer crude prices remain risk factors; market skittishness from macro headlines can pressure energy equities despite company-level positives. Energy Stocks Steady Amid Macro Chaos; Sunday Night Earnings Surprise Ahead
Negative Sentiment: Some analyst pieces highlight that softer oil (near $60) still exposes Exxon’s upstream results; weaker commodity realizations could cap near‑term upside. How Exxon Mobil’s Integrated Strengths Offset Crude Price Weakness

Analyst Upgrades and Downgrades

Several analysts recently commented on XOM shares. Piper Sandler reduced their target price on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Jefferies Financial Group boosted their price target on shares of Exxon Mobil from $146.00 to $148.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. TD Cowen reiterated a “buy” rating on shares of Exxon Mobil in a research report on Friday, December 12th. Wells Fargo & Company boosted their target price on shares of Exxon Mobil from $156.00 to $158.00 and gave the company an “overweight” rating in a report on Thursday, December 11th. Finally, BNP Paribas Exane upgraded Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 price target for the company in a report on Monday, December 8th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $131.84.

Read Our Latest Analysis on XOM

Insider Transactions at Exxon Mobil

In other Exxon Mobil news, VP Darrin L. Talley sold 3,000 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total transaction of $351,570.00. Following the completion of the sale, the vice president owned 28,584 shares in the company, valued at approximately $3,349,758.96. The trade was a 9.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.03% of the company’s stock.

About Exxon Mobil

(Free Report)

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.