BWM Planning LLC Has $6.07 Million Stock Position in Exxon Mobil Corporation $XOM

BWM Planning LLC lifted its stake in Exxon Mobil Corporation (NYSE:XOM) by 31.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 50,474 shares of the oil and gas company’s stock after purchasing an additional 12,090 shares during the period. Exxon Mobil accounts for approximately 1.6% of BWM Planning LLC’s holdings, making the stock its 16th largest holding. BWM Planning LLC’s holdings in Exxon Mobil were worth $6,074,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in XOM. Ipsen Advisor Group LLC lifted its stake in Exxon Mobil by 1.6% in the third quarter. Ipsen Advisor Group LLC now owns 5,647 shares of the oil and gas company’s stock valued at $637,000 after buying an additional 88 shares during the period. Nexus Investment Management ULC grew its position in shares of Exxon Mobil by 1.6% during the 3rd quarter. Nexus Investment Management ULC now owns 5,794 shares of the oil and gas company’s stock worth $653,000 after buying an additional 89 shares during the period. Sagace Wealth Management LLC increased its stake in shares of Exxon Mobil by 2.7% in the 3rd quarter. Sagace Wealth Management LLC now owns 3,445 shares of the oil and gas company’s stock valued at $388,000 after acquiring an additional 90 shares during the last quarter. Creative Capital Management Investments LLC increased its stake in shares of Exxon Mobil by 2.5% in the 3rd quarter. Creative Capital Management Investments LLC now owns 3,701 shares of the oil and gas company’s stock valued at $417,000 after acquiring an additional 91 shares during the last quarter. Finally, Tortoise Investment Management LLC raised its position in shares of Exxon Mobil by 2.4% in the 3rd quarter. Tortoise Investment Management LLC now owns 3,900 shares of the oil and gas company’s stock valued at $440,000 after acquiring an additional 91 shares during the period. 61.80% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on XOM shares. Zacks Research upgraded shares of Exxon Mobil from a “strong sell” rating to a “hold” rating in a report on Friday, January 30th. TD Cowen increased their target price on shares of Exxon Mobil from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, February 3rd. Loop Capital set a $123.00 price target on shares of Exxon Mobil in a research report on Tuesday, February 3rd. Bank of America boosted their price target on shares of Exxon Mobil from $135.00 to $151.00 and gave the company a “neutral” rating in a report on Monday, March 2nd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Exxon Mobil in a research report on Monday, December 29th. Nine analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $151.00.

Insider Activity

In related news, VP Darrin L. Talley sold 5,000 shares of Exxon Mobil stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $139.75, for a total value of $698,750.00. Following the sale, the vice president owned 23,584 shares of the company’s stock, valued at approximately $3,295,864. This trade represents a 17.49% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold 11,460 shares of company stock worth $1,687,854 in the last ninety days. 0.03% of the stock is currently owned by company insiders.

Trending Headlines about Exxon Mobil

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?

Exxon Mobil Trading Up 3.5%

Shares of NYSE:XOM opened at $171.17 on Friday. Exxon Mobil Corporation has a 12 month low of $97.80 and a 12 month high of $171.23. 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 company’s fifty day simple moving average is $149.30 and its 200 day simple moving average is $128.13. The firm has a market cap of $713.22 billion, a price-to-earnings ratio of 25.59, a PEG ratio of 1.27 and a beta of 0.35.

Exxon Mobil (NYSE:XOM) last announced its 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 during the quarter, compared to analyst estimates of $77.98 billion. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The company’s revenue for the quarter was down 1.3% compared to the same quarter last year. During the same period in the prior year, the business earned $1.67 EPS. As a group, research analysts forecast that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Announces Dividend

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

Exxon Mobil 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.