Chesley Taft & Associates LLC Has $16.32 Million Stake in Exxon Mobil Corporation $XOM

Key Points

• Chesley Taft & Associates increased its stake in Exxon Mobil by 10.7% in Q4 to 135,621 shares, valued at about $16.32 million.
• Golden Pass LNG — the QatarEnergy–Exxon joint venture in Port Arthur, Texas — produced its first LNG, a milestone that supports higher U.S. export volumes and potential long‑term cash‑flow upside for Exxon.
• Company insiders have been net sellers recently (11,460 shares sold last quarter, including a sale by VP Darrin L. Talley), while institutional investors hold roughly 61.8% of the stock, which could shape near‑term share movement.

Chesley Taft & Associates LLC raised its stake in shares of Exxon Mobil Corporation (NYSE:XOM - Free Report) by 10.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 135,621 shares of the oil and gas company's stock after buying an additional 13,100 shares during the period. Chesley Taft & Associates LLC's holdings in Exxon Mobil were worth $16,321,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Maryland State Retirement & Pension System raised its position in shares of Exxon Mobil by 2.6% in the third quarter. Maryland State Retirement & Pension System now owns 215,892 shares of the oil and gas company's stock valued at $24,342,000 after purchasing an additional 5,573 shares during the period. Capital Investment Advisors LLC boosted its holdings in shares of Exxon Mobil by 6.6% during the 4th quarter. Capital Investment Advisors LLC now owns 231,488 shares of the oil and gas company's stock worth $27,857,000 after buying an additional 14,233 shares during the period. U.S. Capital Wealth Advisors LLC grew its stake in Exxon Mobil by 3.3% in the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 306,658 shares of the oil and gas company's stock valued at $34,576,000 after buying an additional 9,831 shares during the last quarter. Capital Counsel LLC NY grew its stake in Exxon Mobil by 0.9% in the 2nd quarter. Capital Counsel LLC NY now owns 49,687 shares of the oil and gas company's stock valued at $5,356,000 after buying an additional 460 shares during the last quarter. Finally, HORAN Wealth LLC raised its holdings in Exxon Mobil by 78.3% in the 3rd quarter. HORAN Wealth LLC now owns 13,180 shares of the oil and gas company's stock worth $1,486,000 after acquiring an additional 5,788 shares during the period. Institutional investors and hedge funds own 61.80% of the company's stock.

Insider Buying and Selling at Exxon Mobil

In other news, VP Darrin L. Talley sold 1,080 shares of Exxon Mobil stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $155.50, for a total transaction of $167,940.00. Following the sale, the vice president owned 17,124 shares of the company's stock, valued at approximately $2,662,782. This trade represents a 5.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last quarter, insiders sold 11,460 shares of company stock worth $1,687,854. 0.03% of the stock is currently owned by company insiders.

Exxon Mobil Stock Performance

NYSE:XOM opened at $171.38 on Tuesday. The firm's 50-day moving average is $150.14 and its 200-day moving average is $128.66. The company has a market cap of $714.10 billion, a price-to-earnings ratio of 25.62, a PEG ratio of 1.27 and a beta of 0.35. 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 Corporation has a 52-week low of $97.80 and a 52-week high of $176.41.

Exxon Mobil (NYSE:XOM - Get Free Report) last released its earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.63 by $0.08. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The business had revenue of $80.04 billion during the quarter, compared to analysts' expectations of $77.98 billion. During the same quarter last year, the company earned $1.67 earnings per share. The firm's revenue was down 1.3% on a year-over-year basis. Equities research analysts anticipate that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Announces Dividend

The company also recently disclosed 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 dividend yield of 2.4%. Exxon Mobil's dividend payout ratio (DPR) is currently 61.58%.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Golden Pass LNG begins production — first train at the QatarEnergy–Exxon joint venture in Port Arthur, Texas has produced its first LNG, marking a major step toward increased U.S. export volumes and long-term revenue upside for Exxon. Exxon and QatarEnergy's joint venture Golden Pass produces first LNG at new Texas facility
• Positive Sentiment: Project confirmation from owners — multiple reports confirm Golden Pass’s first-LNG milestone, reinforcing the near-term supply-to-demand story for U.S. LNG exporters (supports future gas/liquids cash flow). America’s Newest Natural-Gas Export Terminal Produces Its First LNG
• Positive Sentiment: Pricing and volume tailwinds — analyst/commentary notes that Exxon is benefiting from stronger pricing and higher volumes, which support margins and free cash flow expectations for 2026. Exxon Mobil: Boosted By Powerful Pricing And Volume Tailwinds
• Positive Sentiment: Geopolitical supply shock lifts oil exposure — coverage and social chatter point to Exxon as a key beneficiary from Strait of Hormuz disruptions and regional instability, supporting higher oil prices and upstream cash generation. ExxonMobil Benefits From Energy Shock As Supply Disruptions Reshape Cash Priorities
• Positive Sentiment: Strategic helium asset — Exxon’s Shute Creek plant supplies a large share of global helium; coverage highlights this rare-commodity exposure amid supply disruptions, offering incremental upside beyond oil & gas. Helium “Tsunami” to Hit Chipmakers — The Surprising Winner to Profit from the Coming Shortage
• Positive Sentiment: Analyst momentum — at least one analyst upgrade/research note drove buying interest earlier in the session, supporting near-term technical momentum. Exxon Mobil NYSE: XOM Trading 3.5% Higher on Analyst Upgrade
• Neutral Sentiment: Short-term gas price headwind — U.S. natural gas futures eased into the spring shoulder season, which could pressure near-term gas-margin expectations despite LNG export growth longer term. U.S. Natural Gas Futures Fall As Spring Weather Curbs Demand
• Neutral Sentiment: Mixed sector action — broader energy indices showed intraday swings (mixed then later softer), meaning sector flows could amplify XOM moves but aren’t solely driving direction. Sector Update: Energy Stocks Mixed Monday Afternoon
• Negative Sentiment: Insider sales and big institutional rebalances — recent filings show insiders selling and large institutional reductions at some funds, which can create headwinds if continued. Exxon Mobil Stock (XOM) Opinions on Middle East Geopolitical Tensions

Wall Street Analyst Weigh In

A number of research analysts have weighed in on XOM shares. Loop Capital set a $123.00 target price on shares of Exxon Mobil in a research report on Tuesday, February 3rd. Scotiabank reaffirmed an "outperform" rating on shares of Exxon Mobil in a research report on Friday, January 16th. Jefferies Financial Group lifted their price objective on Exxon Mobil from $146.00 to $148.00 and gave the stock a "buy" rating in a research note on Wednesday, December 10th. Zacks Research upgraded Exxon Mobil from a "strong sell" rating to a "hold" rating in a research note on Friday, January 30th. Finally, TD Cowen raised their target price on Exxon Mobil from $135.00 to $145.00 and gave the company a "buy" rating in a report on Tuesday, February 3rd. Nine equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $151.00.

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.

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