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

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

Other hedge funds also recently made changes to their positions in the company. Westfuller Advisors LLC acquired a new stake in shares of Exxon Mobil in the third quarter valued at approximately $30,000. Clayton Financial Group LLC acquired a new stake in shares of Exxon Mobil in the third quarter valued at approximately $40,000. TruNorth Capital Management LLC lifted its position in shares of Exxon Mobil by 1,595.2% in the third 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 during the last quarter. Halbert Hargrove Global Advisors LLC lifted its position in shares of Exxon Mobil by 95.8% in the third 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. Finally, Marquette Asset Management LLC lifted its position in shares of Exxon Mobil by 307.0% in the third quarter. Marquette Asset Management LLC now owns 407 shares of the oil and gas company’s stock valued at $46,000 after buying an additional 307 shares during the last quarter. 61.80% of the stock is owned by institutional investors and hedge funds.

Key Exxon Mobil News

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)

Insider Buying and Selling

In other Exxon Mobil news, VP Darrin L. Talley sold 5,000 shares of the firm’s stock in a transaction 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 owned 23,584 shares in the company, valued at $3,295,864. This trade represents a 17.49% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 11,460 shares of company stock worth $1,687,854. 0.03% of the stock is owned by company insiders.

Exxon Mobil Price Performance

Exxon Mobil stock opened at $163.51 on Tuesday. The stock’s fifty day moving average price is $153.10 and its two-hundred day moving average price is $130.40. Exxon Mobil Corporation has a one year low of $97.80 and a one year high of $176.41. 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 firm has a market cap of $681.32 billion, a PE ratio of 24.44, a price-to-earnings-growth ratio of 1.11 and a beta of 0.29.

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 analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $77.98 billion. During the same quarter last year, the company earned $1.67 EPS. The company’s revenue was down 1.3% on a year-over-year basis. As a group, research analysts expect that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Dividend Announcement

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

Analyst Ratings Changes

Several analysts recently weighed in on XOM shares. BMO Capital Markets reissued a “market perform” rating and set a $155.00 price target on shares of Exxon Mobil in a report on Wednesday, February 4th. Morgan Stanley lifted their price target on Exxon Mobil from $134.00 to $172.00 and gave the stock an “overweight” rating in a report on Friday, March 27th. Scotiabank raised Exxon Mobil to a “strong-buy” rating in a report on Friday, March 27th. Bank of America lifted their price target on Exxon Mobil from $135.00 to $151.00 and gave the stock a “neutral” rating in a report on Monday, March 2nd. Finally, Wells Fargo & Company dropped their price target on Exxon Mobil from $158.00 to $156.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $152.39.

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.