Clifford Swan Investment Counsel LLC Trims Holdings in ExxonMobil Corporation $XOM

Clifford Swan Investment Counsel LLC trimmed its stake in shares of ExxonMobil Corporation (NYSE:XOM) by 2.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 295,389 shares of the oil and gas company’s stock after selling 6,505 shares during the quarter. ExxonMobil accounts for about 1.2% of Clifford Swan Investment Counsel LLC’s holdings, making the stock its 20th largest position. Clifford Swan Investment Counsel LLC’s holdings in ExxonMobil were worth $35,547,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Argent Advisors Inc. grew its holdings in ExxonMobil by 19.4% during the 4th quarter. Argent Advisors Inc. now owns 84,045 shares of the oil and gas company’s stock valued at $10,114,000 after buying an additional 13,671 shares in the last quarter. Vise Technologies Inc. increased its holdings in shares of ExxonMobil by 48.4% in the fourth quarter. Vise Technologies Inc. now owns 137,262 shares of the oil and gas company’s stock worth $16,518,000 after purchasing an additional 44,767 shares during the period. Sittner & Nelson LLC increased its holdings in shares of ExxonMobil by 2.1% in the fourth quarter. Sittner & Nelson LLC now owns 13,677 shares of the oil and gas company’s stock worth $1,646,000 after purchasing an additional 287 shares during the period. Avalon Capital Management bought a new position in shares of ExxonMobil in the fourth quarter worth $512,000. Finally, TD Asset Management Inc increased its holdings in shares of ExxonMobil by 2.1% in the fourth quarter. TD Asset Management Inc now owns 4,786,807 shares of the oil and gas company’s stock worth $576,044,000 after purchasing an additional 98,683 shares during the period. 61.80% of the stock is currently owned by institutional investors.

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 Stock Down 0.3%

Shares of NYSE:XOM opened at $152.12 on Friday. ExxonMobil Corporation has a 52-week low of $101.73 and a 52-week high of $176.41. The firm has a fifty day moving average of $154.22 and a 200 day moving average of $141.21. The firm has a market capitalization of $630.51 billion, a PE ratio of 25.65, a price-to-earnings-growth ratio of 0.66 and a beta of 0.16. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.77 and a current ratio of 1.04.

ExxonMobil (NYSE:XOM) last announced its earnings results on Friday, May 1st. The oil and gas company reported $1.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.18. ExxonMobil had a net margin of 7.57% and a return on equity of 10.24%. The company had revenue of $83.16 billion during the quarter, compared to analyst estimates of $81.13 billion. During the same period in the previous year, the business earned $1.76 earnings per share. The firm’s quarterly revenue was up 2.4% compared to the same quarter last year. As a group, research analysts anticipate that ExxonMobil Corporation will post 11.66 EPS for the current fiscal year.

ExxonMobil Announces Dividend

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

Insider Transactions at ExxonMobil

In related news, VP Darrin L. Talley sold 1,080 shares of the company’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $155.50, for a total value of $167,940.00. Following the completion of the transaction, the vice president directly owned 17,124 shares in the company, valued at approximately $2,662,782. The trade was a 5.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on XOM. Morgan Stanley decreased their price target on shares of ExxonMobil from $172.00 to $171.00 and set an “overweight” rating on the stock in a report on Friday, April 17th. Weiss Ratings cut shares of ExxonMobil from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, May 21st. Wolfe Research cut shares of ExxonMobil from an “outperform” rating to a “peer perform” rating in a report on Tuesday, April 21st. Piper Sandler decreased their price target on shares of ExxonMobil from $186.00 to $182.00 and set an “overweight” rating on the stock in a report on Thursday, April 9th. Finally, Citigroup upped their price target on shares of ExxonMobil from $150.00 to $175.00 and gave the stock a “neutral” rating in a report on Thursday, April 2nd. Ten analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $165.55.

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.