Whalen Wealth Management Inc. Takes $767,000 Position in Exxon Mobil Corporation $XOM

Whalen Wealth Management Inc. purchased a new stake in Exxon Mobil Corporation (NYSE:XOM) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 6,371 shares of the oil and gas company’s stock, valued at approximately $767,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. SS&H Financial Advisors Inc. increased its stake in shares of Exxon Mobil by 1.9% in the 4th quarter. SS&H Financial Advisors Inc. now owns 54,556 shares of the oil and gas company’s stock valued at $6,565,000 after purchasing an additional 1,000 shares during the last quarter. Stratos Wealth Partners LTD. increased its stake in shares of Exxon Mobil by 1.0% in the 4th quarter. Stratos Wealth Partners LTD. now owns 276,032 shares of the oil and gas company’s stock valued at $33,218,000 after purchasing an additional 2,669 shares during the last quarter. Stratos Wealth Advisors LLC increased its stake in shares of Exxon Mobil by 0.6% in the 4th quarter. Stratos Wealth Advisors LLC now owns 43,812 shares of the oil and gas company’s stock valued at $5,272,000 after purchasing an additional 242 shares during the last quarter. Stratos Investment Management LLC increased its stake in shares of Exxon Mobil by 12.4% in the 4th quarter. Stratos Investment Management LLC now owns 37,876 shares of the oil and gas company’s stock valued at $4,558,000 after purchasing an additional 4,183 shares during the last quarter. Finally, Perpetual Ltd increased its stake in shares of Exxon Mobil by 88.0% in the 4th quarter. Perpetual Ltd now owns 53,416 shares of the oil and gas company’s stock valued at $6,428,000 after purchasing an additional 25,009 shares during the last quarter. Institutional investors own 61.80% of the company’s stock.

Exxon Mobil Stock Up 1.8%

Shares of NYSE:XOM opened at $163.51 on Tuesday. The company has a market capitalization of $681.32 billion, a price-to-earnings ratio of 24.44, a P/E/G ratio of 1.11 and a beta of 0.29. 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 business’s 50-day moving average is $153.10 and its 200-day moving average is $130.40. Exxon Mobil Corporation has a 1 year low of $97.80 and a 1 year high of $176.41.

Exxon Mobil (NYSE:XOM) last announced its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $0.08. The company had revenue of $80.04 billion for the quarter, compared to the consensus estimate of $77.98 billion. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The firm’s revenue was down 1.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.67 EPS. Equities research analysts predict that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th were paid a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Thursday, February 12th. Exxon Mobil’s payout ratio is currently 61.58%.

Exxon Mobil News Roundup

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

• Positive Sentiment: Exxon’s LaBarge helium plant gives it a meaningful competitive edge during the global helium shortage (LaBarge supplies ~20% of world helium), supporting revenue mix and providing a non‑oil tailwind. What Exxon Mobil (XOM)’s Helium Edge and New Debt Deal Mean For Shareholders
• Positive Sentiment: UBS reiterated a Buy and raised its price target (to $171), citing the helium disruption and core oil exposure — analyst support helps justify further upside. Exxon Mobil: Unique Helium Advantage Amid Global Supply Shock Supports Buy Rating
• Positive Sentiment: ExxonMobil’s LNG JV (Golden Pass with QatarEnergy) will start supplying LNG to Italy in June, easing European gas tightness and demonstrating contracted downstream cashflows. ExxonMobil‑QatarEnergy JV Helps Italy Offset LNG Supply Gap
• Positive Sentiment: Buy‑side and media coverage (motley‑fool / market pieces) highlight Exxon’s scale, diversification and strong upstream cash flow, which supports investor appetite for the stock amid higher commodity prices. 2 Energy Stocks That Are No‑Brainer Buys While Oil Prices Stay Elevated
• Neutral Sentiment: Exxon issued ~$169.3M of unsecured floating‑rate notes due 2076 and showcased circular‑products initiatives and strategic reviews (e.g., reported exploration of a NZ sale) — manageable given Exxon’s balance sheet but worth monitoring for capital allocation. What Exxon Mobil (XOM)’s Helium Edge and New Debt Deal Mean For Shareholders
• Neutral Sentiment: OPEC+ is discussing a largely “on‑paper” output increase while Iran‑related disruptions keep real supply tight; policy moves may have limited immediate relief for prices. OPEC+ mulls “paper” output hike as Iran war paralyzes 15% of global oil supply
• Negative Sentiment: Several commentators warn the rally is driven by an Iran/war premium; if geopolitical tensions ease and oil prices drop, Exxon’s recent gains could reverse quickly. Exxon Mobil Stock Is Trading on an Iran War Thesis. How Should You Play XOM Here?
• Negative Sentiment: Market notes and strategy pieces flag that XOM’s premium depends on sustained high oil prices; a de‑escalation or large OPEC supply response would be bearish. 1 Stock To Buy And 1 To Sell If The War In Iran Ends (XOM)

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on XOM shares. Citigroup lifted their price target on Exxon Mobil from $150.00 to $175.00 and gave the company a “neutral” rating in a research note on Thursday, April 2nd. UBS Group restated a “buy” rating and set a $171.00 price objective on shares of Exxon Mobil in a research report on Monday, February 2nd. Mizuho boosted their price objective on Exxon Mobil from $140.00 to $162.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 17th. Bank of America boosted their price objective on Exxon Mobil from $135.00 to $151.00 and gave the stock a “neutral” rating in a research report on Monday, March 2nd. Finally, Scotiabank upgraded Exxon Mobil to a “strong-buy” rating in a research report on Friday, March 27th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $152.39.

Insiders Place Their Bets

In related news, VP Darrin L. Talley sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $139.75, for a total transaction of $698,750.00. Following the transaction, the vice president directly owned 23,584 shares of the company’s stock, valued at approximately $3,295,864. This represents a 17.49% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last 90 days, insiders sold 11,460 shares of company stock worth $1,687,854. 0.03% of the stock is currently owned by corporate insiders.

Exxon Mobil 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.