Clifford Swan Investment Counsel LLC Has $35.55 Million Stake in ExxonMobil Corporation $XOM

Clifford Swan Investment Counsel LLC lowered its stake in shares of ExxonMobil Corporation (NYSE:XOM) by 2.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 295,389 shares of the oil and gas company’s stock after selling 6,505 shares during the period. ExxonMobil makes up approximately 1.2% of Clifford Swan Investment Counsel LLC’s portfolio, making the stock its 20th biggest holding. Clifford Swan Investment Counsel LLC’s holdings in ExxonMobil were worth $35,547,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Norges Bank acquired a new position in ExxonMobil during the 4th quarter valued at about $7,625,063,000. Bank of New York Mellon Corp boosted its stake in ExxonMobil by 1.2% during the 4th quarter. Bank of New York Mellon Corp now owns 46,605,353 shares of the oil and gas company’s stock valued at $5,608,488,000 after purchasing an additional 531,362 shares during the last quarter. Northern Trust Corp boosted its stake in ExxonMobil by 1.0% during the 3rd quarter. Northern Trust Corp now owns 44,026,019 shares of the oil and gas company’s stock valued at $4,963,934,000 after purchasing an additional 445,283 shares during the last quarter. Franklin Resources Inc. boosted its stake in ExxonMobil by 7.4% during the 3rd quarter. Franklin Resources Inc. now owns 38,728,643 shares of the oil and gas company’s stock valued at $4,366,655,000 after purchasing an additional 2,660,910 shares during the last quarter. Finally, Capital Research Global Investors boosted its stake in ExxonMobil by 0.4% during the 3rd quarter. Capital Research Global Investors now owns 33,620,927 shares of the oil and gas company’s stock valued at $3,790,773,000 after purchasing an additional 127,466 shares during the last quarter. Institutional investors and hedge funds own 61.80% of the company’s stock.

Insider Buying and Selling

In other ExxonMobil news, VP Darrin L. Talley sold 1,080 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $155.50, for a total transaction of $167,940.00. Following the completion of the transaction, the vice president owned 17,124 shares in the company, valued at $2,662,782. This trade represents a 5.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.03% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on XOM. Wolfe Research downgraded ExxonMobil from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, April 21st. Jefferies Financial Group lifted their price target on ExxonMobil from $178.00 to $184.00 and gave the company a “buy” rating in a research note on Thursday, April 9th. Wells Fargo & Company boosted their target price on ExxonMobil from $183.00 to $185.00 and gave the stock an “overweight” rating in a research note on Thursday, April 9th. UBS Group boosted their target price on ExxonMobil from $171.00 to $174.00 and gave the stock a “buy” rating in a research note on Monday, May 4th. Finally, Citigroup boosted their target price on ExxonMobil from $150.00 to $175.00 and gave the stock a “neutral” rating in a research note on Thursday, April 2nd. Ten research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $165.55.

ExxonMobil Price Performance

Shares of NYSE XOM opened at $152.12 on Friday. The stock’s 50 day moving average price is $154.22 and its 200-day moving average price is $141.21. ExxonMobil Corporation has a twelve month low of $101.73 and a twelve month high of $176.41. The company has a market capitalization of $630.51 billion, a PE ratio of 25.65, a PEG ratio of 0.66 and a beta of 0.16. The company has a quick ratio of 0.77, a current ratio of 1.04 and a debt-to-equity ratio of 0.13.

ExxonMobil (NYSE:XOM) last released its earnings results on Friday, May 1st. The oil and gas company reported $1.16 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.18. ExxonMobil had a return on equity of 10.24% and a net margin of 7.57%.The business had revenue of $83.16 billion during the quarter, compared to the consensus estimate of $81.13 billion. During the same period last year, the business posted $1.76 earnings per share. The business’s revenue for the quarter was up 2.4% on a year-over-year basis. On average, equities analysts anticipate that ExxonMobil Corporation will post 11.66 EPS for the current year.

ExxonMobil Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be paid a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Friday, May 15th. ExxonMobil’s payout ratio is currently 69.48%.

Key Headlines Impacting ExxonMobil

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Rising tensions tied to the Iran conflict are tightening the oil market, which could lift crude prices and improve ExxonMobil’s upstream earnings and cash flow. As the Iran conflict shakes up the oil market, where can investors find value?
• Positive Sentiment: ExxonMobil is still being highlighted by bullish stock screens and analysts, including price-target increases from brokers such as Mizuho and Barclays, reinforcing the view that the shares still have upside. Exxon Mobil Corporation (XOM) Among the Best Low Cost Stocks to Buy Now
• Positive Sentiment: Exxon’s Permian business is being cited as a key advantage because of low breakevens and rising production, which supports profitability if oil stays elevated. ExxonMobil’s Permian Advantage: Low Breakeven, Rising Production
• Positive Sentiment: An Exxon senior vice president said Brent could surge to $150-$160 per barrel in coming weeks, underscoring a sharply bullish commodity outlook that would likely benefit ExxonMobil. Exxon SVP Warns Oil Could Spike to $150-160 Per Barrel in ‘Coming Weeks’
• Neutral Sentiment: Exxon shareholders approved moving the company’s legal domicile from New Jersey to Texas, a governance and tax-structure shift that may help long term but is not an immediate earnings catalyst. Exxon Mobil Texas Move And What It Means For XOM Valuation
• Neutral Sentiment: One analysis says Exxon’s Q1 2026 production slipped from Q4 2025 levels, suggesting growth is not fully keeping pace with market expectations and could limit near-term upside. Decoupling Exxon’s Production Growth From Market Reality
• Negative Sentiment: Recent commentary also notes Exxon’s valuation remains dependent on oil-market strength, so if crude cools or production disappoints, the stock could give back some of its recent gains. How Recent Shifts In Oil And Analyst Views Are Rewriting The Story For Exxon Mobil (XOM)

ExxonMobil Company Profile

ExxonMobil 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.