Simplicity Wealth LLC Has $5.79 Million Stock Holdings in Exxon Mobil Corporation $XOM

Simplicity Wealth LLC lowered its stake in Exxon Mobil Corporation (NYSE:XOM) by 27.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,391 shares of the oil and gas company’s stock after selling 19,285 shares during the period. Simplicity Wealth LLC’s holdings in Exxon Mobil were worth $5,794,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of XOM. Norges Bank bought a new stake in Exxon Mobil during the 2nd quarter worth $6,163,719,000. First Trust Advisors LP boosted its stake in shares of Exxon Mobil by 150.2% during the second quarter. First Trust Advisors LP now owns 7,602,601 shares of the oil and gas company’s stock valued at $819,560,000 after purchasing an additional 4,563,707 shares in the last quarter. Cerity Partners LLC grew its holdings in shares of Exxon Mobil by 200.7% during the second quarter. Cerity Partners LLC now owns 2,014,446 shares of the oil and gas company’s stock worth $217,162,000 after purchasing an additional 4,015,099 shares during the last quarter. Laurel Wealth Advisors LLC grew its holdings in shares of Exxon Mobil by 10,809.8% during the second quarter. Laurel Wealth Advisors LLC now owns 3,095,106 shares of the oil and gas company’s stock worth $333,652,000 after purchasing an additional 3,066,736 shares during the last quarter. Finally, Mizuho Markets Cayman LP acquired a new position in shares of Exxon Mobil in the second quarter valued at approximately $144,147,000. Institutional investors own 61.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. UBS Group reiterated a “buy” rating on shares of Exxon Mobil in a research report on Friday, January 9th. Mizuho lifted their price target 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. BNP Paribas Exane raised shares of Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a research note on Monday, December 8th. Wells Fargo & Company increased their price objective on Exxon Mobil from $156.00 to $158.00 and gave the company an “overweight” rating in a report on Thursday, December 11th. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Exxon Mobil in a report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Exxon Mobil has a consensus rating of “Moderate Buy” and an average price target of $132.00.

Key Exxon Mobil News

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

• Positive Sentiment: JPMorgan raised its price target on XOM, a direct positive for sentiment and institutional demand as higher targets can prompt upgrades and buying pressure. Exxon Mobil (XOM) Price Target Raised by $9 at JPMorgan
• Positive Sentiment: DBS initiated/issued a buy on Exxon, adding another buy-side endorsement that can support shares and flow into the stock. Exxon Mobil (XOM) Receives a Buy from DBS
• Positive Sentiment: UBS reaffirmed a Buy, citing underrated refining capabilities — a reminder that Exxon’s integrated model and refining exposure are key earnings drivers when crude is weak. Exxon Mobil (XOM) Reaffirmed Buy by UBS on Underrated Refining Capabilities
• Positive Sentiment: Exxon broke ground on a Baytown refinery project to produce diesel and lubricant base stocks — a material capex/expansion item that supports longer‑term refining margin capture. Exxon Mobil breaks ground on Baytown refinery project for diesel and lubricant base stocks
• Positive Sentiment: Analyst commentary (Zacks) highlights how Exxon’s integrated business and balance sheet help offset crude weakness — a fundamental rationale investors cite to justify higher multiples when oil softens. How Exxon Mobil’s Integrated Strengths Offset Crude Price Weakness
• Neutral Sentiment: Coverage pieces examine changing analyst views and valuation after last year’s rally — these shape investor positioning but are not immediate catalysts. How Evolving Analyst Views Are Rewriting The Story For Exxon Mobil (XOM)
• Neutral Sentiment: Debates about whether it’s “too late” after a one‑year rally are market psychology stories that can amplify volatility but don’t change fundamentals. Is It Too Late To Consider Exxon Mobil (XOM) After Its 26% One Year Rally?
• Neutral Sentiment: Broader energy coverage (lists of gas dividend stocks, commentary on peers) may redirect some investor flows away from integrated majors toward midstream/dividend plays depending on macro views. 5 Natural Gas Dividend Stocks to Play Frigid Weather and Huge AI-Data Center Demand
• Negative Sentiment: Comparisons favoring fee‑based midstream names (EPD) over upstream exposure highlight investor rotation risk away from Exxon if oil prices remain soft. ExxonMobil vs. EPD: Which Energy Stock Boasts Better Prospects?
• Negative Sentiment: Macro headlines and geopolitical noise (not company‑specific) are weighing sentiment across the energy sector and can cap rallies or trigger short‑term pullbacks. Energy Stocks Steady Amid Macro Chaos; Sunday Night Earnings Surprise Ahead

Exxon Mobil Price Performance

Shares of NYSE XOM opened at $133.54 on Friday. The company has a market capitalization of $563.16 billion, a PE ratio of 19.41, a P/E/G ratio of 8.51 and a beta of 0.37. The company has a quick ratio of 0.79, a current ratio of 1.14 and a debt-to-equity ratio of 0.12. Exxon Mobil Corporation has a twelve month low of $97.80 and a twelve month high of $134.18. The firm has a fifty day simple moving average of $120.42 and a 200 day simple moving average of $115.11.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.88 earnings per share for the quarter, topping analysts’ consensus estimates of $1.72 by $0.16. The firm had revenue of $83.33 billion during the quarter, compared to the consensus estimate of $83.09 billion. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The business’s revenue was down 5.2% compared to the same quarter last year. During the same period last year, the business posted $1.92 EPS. On average, sell-side analysts forecast that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Exxon Mobil Increases Dividend

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

Insider Transactions at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the firm’s stock in a transaction that occurred 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 of the company’s stock, valued at $3,349,758.96. This trade represents a 9.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.03% of the company’s stock.

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.