Banyan Capital Management Inc. Takes Position in Exxon Mobil Corporation $XOM

Banyan Capital Management Inc. bought a new position in shares of Exxon Mobil Corporation (NYSE:XOM) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 5,224 shares of the oil and gas company’s stock, valued at approximately $589,000. Exxon Mobil accounts for about 0.3% of Banyan Capital Management Inc.’s portfolio, making the stock its 28th biggest holding.

Several other large investors have also recently bought and sold shares of the stock. Westfuller Advisors LLC bought a new stake in shares of Exxon Mobil in the third quarter valued at about $30,000. Clayton Financial Group LLC bought a new position in Exxon Mobil during the third quarter valued at about $40,000. TruNorth Capital Management LLC raised its holdings in Exxon Mobil by 1,595.2% in the 3rd quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock valued at $40,000 after acquiring an additional 335 shares in the last quarter. Bare Financial Services Inc lifted its position in shares of Exxon Mobil by 121.8% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock worth $39,000 after acquiring an additional 201 shares during the period. Finally, Halbert Hargrove Global Advisors LLC grew its holdings in shares of Exxon Mobil by 95.8% during the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock worth $42,000 after purchasing an additional 181 shares in the last quarter. 61.80% of the stock is currently owned by institutional investors and hedge funds.

Exxon Mobil Stock Up 2.2%

Shares of NYSE XOM opened at $140.67 on Friday. Exxon Mobil Corporation has a 1 year low of $97.80 and a 1 year high of $142.34. The firm’s 50-day moving average is $122.31 and its 200-day moving average is $115.91. The company has a current ratio of 1.14, a quick ratio of 0.79 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $593.22 billion, a PE ratio of 20.45, a price-to-earnings-growth ratio of 14.53 and a beta of 0.37.

Exxon Mobil (NYSE:XOM) last announced its quarterly earnings data on Friday, October 31st. The oil and gas company reported $1.88 earnings per share for the quarter, beating the consensus estimate of $1.72 by $0.16. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. The business had revenue of $83.33 billion for the quarter, compared to analyst estimates of $83.09 billion. During the same period in the prior year, the business posted $1.92 earnings per share. Exxon Mobil’s revenue was down 5.2% compared to the same quarter last year. Equities analysts expect that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Insider Buying and Selling at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total value of $351,570.00. Following the transaction, the vice president owned 28,584 shares of the company’s stock, valued at $3,349,758.96. This represents a 9.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts recently commented on XOM shares. Jefferies Financial Group upped their target price on Exxon Mobil from $146.00 to $148.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Citigroup increased their price objective on shares of Exxon Mobil from $115.00 to $118.00 and gave the company a “neutral” rating in a research note on Wednesday, December 10th. UBS Group reiterated a “buy” rating on shares of Exxon Mobil in a research report on Friday, January 9th. BNP Paribas Exane raised shares of Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 target price on the stock in a research note on Monday, December 8th. Finally, Mizuho raised their price target on shares of Exxon Mobil from $129.00 to $132.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $132.74.

Key Headlines Impacting Exxon Mobil

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

• Positive Sentiment: Geopolitical risk is lifting oil prices, which benefits integrated majors like Exxon by supporting upstream margins and refining spreads. Oil Rallies On Iran War Fears
• Positive Sentiment: Analysts highlight a structural LNG wave in 2026 that should boost gas demand and benefit Exxon’s gas/LNG exposure, a medium-term tailwind for earnings. What the LNG Wave Means
• Positive Sentiment: Corporate moves: Exxon is emphasizing carbon capture (CCS) and reshaping its portfolio (including exiting the Fife plant), signaling focus on higher-return/transition assets that investors may view favorably over time. Exxon Mobil Reshapes Portfolio With CCS Push
• Positive Sentiment: Strategic partnerships: expanded R&D and supply-chain cooperation with BYD on hybrid EV innovation supports diversification into low-carbon transport tech. BYD & ExxonMobil Boost Cooperation
• Neutral Sentiment: Market positioning & betting: short-term speculation and prediction markets (Polymarket) are focused on whether Exxon will beat Q4 estimates; this raises event-driven volatility but doesn’t change fundamentals. Polymarket Odds: Will AXP, XOM, VZ Beat Earnings?
• Neutral Sentiment: Earnings previews are mixed: analysts expect refining resilience to offset weaker upstream pricing, so Q4 results could show offsetting effects rather than a clear beat or miss. Exxon Mobil Q4 Preview
• Negative Sentiment: High expectations create risk: coverage notes the stock is pricing in strong long‑term growth even as analysts trim profit forecasts—Exxon must show credible growth catalysts or risk a pullback. Exxon Earnings Are Coming. The Stock Is Pricing in Big Growth.
• Negative Sentiment: “Smart money” caution: commentary flags investor wariness ahead of earnings, signaling potential downside if results or guidance disappoint. Why the smart money is pensive
• Neutral Sentiment: Analyst action: Bank of America raised its price target to $135 but kept a neutral rating, which implies limited upside from that firm’s view and mixed analyst sentiment overall. Benzinga

About Exxon Mobil

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.