Wells Trecaso Financial Group LLC Cuts Stock Holdings in Exxon Mobil Corporation $XOM

Wells Trecaso Financial Group LLC lowered its position in shares of Exxon Mobil Corporation (NYSE:XOM) by 40.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,822 shares of the oil and gas company’s stock after selling 24,034 shares during the quarter. Exxon Mobil makes up about 1.9% of Wells Trecaso Financial Group LLC’s holdings, making the stock its 18th largest holding. Wells Trecaso Financial Group LLC’s holdings in Exxon Mobil were worth $4,039,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Westfuller Advisors LLC purchased a new position in Exxon Mobil in the 3rd quarter worth approximately $30,000. Bare Financial Services Inc lifted its position in Exxon Mobil by 121.8% during the second quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock worth $39,000 after buying an additional 201 shares in the last quarter. Clayton Financial Group LLC acquired a new position in Exxon Mobil during the third quarter worth $40,000. TruNorth Capital Management LLC grew 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 buying an additional 335 shares in the last quarter. Finally, Halbert Hargrove Global Advisors LLC increased its stake in shares of Exxon Mobil by 95.8% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock worth $42,000 after acquiring an additional 181 shares during the last quarter. 61.80% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Exxon Mobil news, VP Darrin L. Talley sold 5,000 shares of the 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 sale, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last quarter, insiders sold 11,000 shares of company stock worth $1,406,570. 0.03% of the stock is owned by corporate insiders.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Multiple analyst upgrades and bullish notes this week have supported upside momentum — several headlines report upgrades and price-target lifts that recently pushed the stock to a one-year high. Exxon Mobil Trading Higher After Analyst Upgrade
• Positive Sentiment: Operational catalyst: Exxon started up a new unit at its Baytown complex, improving refining/processing throughput and near‑term volumes. That supports the company’s production and margin outlook. Exxon Mobil starts up new Baytown unit
• Positive Sentiment: Fundamentals/buyback story: Analysts and bullish writeups point to record output, large buybacks and strong free‑cash‑flow potential as a structural bull case that could support earnings growth and returns to shareholders. The Bull Case For Exxon Mobil
• Neutral Sentiment: Portfolio reshaping: Exxon’s Colombia transaction and the announced closure of the Fife plant signal portfolio refocus — potentially higher‑quality assets but near‑term restructuring costs or capacity changes to monitor. ExxonMobil Refocuses Portfolio With Colombia Deal And Fife Plant Closure
• Neutral Sentiment: Macro/sector context: Coverage highlighting XOM’s role in energy ETFs and the sector’s momentum (natural‑gas draws, demand forecasts) shows broader tailwinds but also greater sensitivity to commodity swings and fund flows. S&P 500 ETF Lens Shows Exxon Mobil Role
• Neutral Sentiment: Valuation vs. technicals: Some analysts call XOM a buy on valuation and cash returns but caution about technical overbought conditions after the recent run. That can limit near‑term upside until momentum cools. Seeking Alpha: It’s A Buy, But Technical Caution
• Negative Sentiment: Broker pushback: BNP Paribas Exane issued an underperform downgrade this week, creating countervailing pressure after upgrades and adding conflicting analyst signals. BNP Paribas Exane Downgrades Exxon Mobil
• Negative Sentiment: Insider sale: An executive sold 5,000 shares — a small transaction but one investors note when sentiment is already mixed. Darrin Talley Sells Exxon Shares

Exxon Mobil Trading Up 0.7%

NYSE XOM opened at $147.17 on Friday. Exxon Mobil Corporation has a one year low of $97.80 and a one year high of $147.84. The firm has a 50 day simple moving average of $125.11 and a 200-day simple moving average of $117.01. The firm has a market cap of $620.63 billion, a price-to-earnings ratio of 22.02, a PEG ratio of 15.30 and a beta of 0.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.79 and a current ratio of 1.15.

Exxon Mobil (NYSE:XOM) last released its earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08. The company had revenue of $82.31 billion for the quarter, compared to analyst estimates of $77.98 billion. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The firm’s quarterly revenue was down 1.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.67 EPS. Equities research analysts anticipate that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Thursday, February 12th will be paid a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Thursday, February 12th. Exxon Mobil’s payout ratio is presently 61.58%.

Analysts Set New Price Targets

Several equities analysts have weighed in on XOM shares. Bank of America boosted their target price on shares of Exxon Mobil from $129.00 to $135.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Wells Fargo & Company reduced their target price on Exxon Mobil from $158.00 to $156.00 and set an “overweight” rating on the stock in a research report on Monday. Loop Capital set a $123.00 price target on Exxon Mobil in a report on Tuesday. Jefferies Financial Group boosted their price objective on shares of Exxon Mobil from $146.00 to $148.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Finally, Citigroup increased their target price on shares of Exxon Mobil from $115.00 to $118.00 and gave the stock a “neutral” rating in a research note on Wednesday, December 10th. Nine equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $140.59.

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.