Synergy Asset Management LLC Cuts Stake in Exxon Mobil Corporation $XOM

Synergy Asset Management LLC cut its stake in shares of Exxon Mobil Corporation (NYSE:XOM) by 32.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 34,135 shares of the oil and gas company’s stock after selling 16,074 shares during the period. Synergy Asset Management LLC’s holdings in Exxon Mobil were worth $4,108,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Westfuller Advisors LLC purchased a new position in shares of Exxon Mobil during the third quarter valued at approximately $30,000. Clayton Financial Group LLC purchased a new stake in Exxon Mobil in the third quarter worth approximately $40,000. TruNorth Capital Management LLC grew its position 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 worth $40,000 after purchasing an additional 335 shares during the period. Bare Financial Services Inc grew its position in 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 purchasing an additional 201 shares during the period. Finally, Halbert Hargrove Global Advisors LLC raised its stake in 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 valued at $42,000 after buying an additional 181 shares during the last quarter. Hedge funds and other institutional investors own 61.80% of the company’s stock.

Key Stories Impacting 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?

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on XOM shares. Jefferies Financial Group increased their price target on Exxon Mobil from $146.00 to $148.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Bank of America lifted their price objective on Exxon Mobil from $135.00 to $151.00 and gave the stock a “neutral” rating in a report on Monday, March 2nd. Scotiabank reissued an “outperform” rating on shares of Exxon Mobil in a report on Friday, January 16th. Mizuho raised their target price on Exxon Mobil from $140.00 to $162.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 17th. Finally, Zacks Research upgraded Exxon Mobil from a “strong sell” rating to a “hold” rating in a research note on Friday, January 30th. Nine equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $151.00.

Insider Activity at Exxon Mobil

In other news, VP Darrin L. Talley sold 5,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $139.75, for a total value of $698,750.00. Following the transaction, the vice president owned 23,584 shares of the company’s stock, valued at $3,295,864. This trade represents a 17.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold a total of 11,460 shares of company stock valued at $1,687,854 over the last 90 days. 0.03% of the stock is owned by company insiders.

Exxon Mobil Trading Up 3.5%

Shares of Exxon Mobil stock opened at $171.17 on Friday. Exxon Mobil Corporation has a 1-year low of $97.80 and a 1-year high of $171.23. The company’s fifty day simple moving average is $149.30 and its 200-day simple moving average is $128.13. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. The stock has a market capitalization of $713.22 billion, a PE ratio of 25.59, a P/E/G ratio of 1.27 and a beta of 0.35.

Exxon Mobil (NYSE:XOM) last posted its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.63 by $0.08. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The firm had revenue of $80.04 billion during the quarter, compared to analyst estimates of $77.98 billion. During the same period in the prior year, the business posted $1.67 EPS. Exxon Mobil’s revenue was down 1.3% on a year-over-year basis. As a group, equities analysts anticipate that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th were given a $1.03 dividend. The ex-dividend date was Thursday, February 12th. This represents a $4.12 dividend on an annualized basis and a yield of 2.4%. Exxon Mobil’s dividend payout ratio is presently 61.58%.

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.