Total Wealth Planning & Management Inc. Makes New $1.73 Million Investment in ExxonMobil Corporation $XOM

Key Points

• Total Wealth Planning & Management opened a new position in ExxonMobil in the fourth quarter, buying 14,368 shares worth about $1.73 million. ExxonMobil now makes up roughly 1.3% of the firm’s portfolio.
• Several other large institutional investors also increased or initiated stakes in XOM, and institutional ownership stands at 61.8%. Notable buyers included Norges Bank, Franklin Resources, Mercer Global Advisors, and AQR Capital Management.
• ExxonMobil continues to show strong operational and income metrics: it recently beat quarterly earnings and revenue estimates and declared a $1.03 quarterly dividend ($4.12 annualized), yielding about 2.7%. Analysts currently have a consensus rating of Hold with an average price target of $165.55.

Total Wealth Planning & Management Inc. acquired a new position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 14,368 shares of the oil and gas company's stock, valued at approximately $1,729,000. ExxonMobil accounts for approximately 1.3% of Total Wealth Planning & Management Inc.'s portfolio, making the stock its 13th biggest holding.

A number of other institutional investors have also recently bought and sold shares of XOM. Norges Bank acquired a new stake in ExxonMobil during the 4th quarter worth about $7,625,063,000. Franklin Resources Inc. boosted its position in ExxonMobil by 7.4% during the 3rd quarter. Franklin Resources Inc. now owns 38,728,643 shares of the oil and gas company's stock worth $4,366,655,000 after acquiring an additional 2,660,910 shares during the period. Mercer Global Advisors Inc. ADV boosted its position in ExxonMobil by 218.4% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,380,899 shares of the oil and gas company's stock worth $155,696,000 after acquiring an additional 2,546,791 shares during the period. AQR Capital Management LLC boosted its position in ExxonMobil by 105.4% during the 3rd quarter. AQR Capital Management LLC now owns 2,925,026 shares of the oil and gas company's stock worth $329,797,000 after acquiring an additional 1,501,235 shares during the period. Finally, Bessemer Group Inc. boosted its position in ExxonMobil by 119.4% during the 3rd quarter. Bessemer Group Inc. now owns 2,672,359 shares of the oil and gas company's stock worth $301,310,000 after acquiring an additional 1,454,308 shares during the period. 61.80% of the stock is currently owned by institutional investors and hedge funds.

Key ExxonMobil News

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Rising tensions tied to the Iran conflict are tightening the oil market, which could lift crude prices and improve ExxonMobil’s upstream earnings and cash flow. As the Iran conflict shakes up the oil market, where can investors find value?
• Positive Sentiment: ExxonMobil is still being highlighted by bullish stock screens and analysts, including price-target increases from brokers such as Mizuho and Barclays, reinforcing the view that the shares still have upside. Exxon Mobil Corporation (XOM) Among the Best Low Cost Stocks to Buy Now
• Positive Sentiment: Exxon’s Permian business is being cited as a key advantage because of low breakevens and rising production, which supports profitability if oil stays elevated. ExxonMobil's Permian Advantage: Low Breakeven, Rising Production
• Positive Sentiment: An Exxon senior vice president said Brent could surge to $150-$160 per barrel in coming weeks, underscoring a sharply bullish commodity outlook that would likely benefit ExxonMobil. Exxon SVP Warns Oil Could Spike to $150-160 Per Barrel in ‘Coming Weeks'
• Neutral Sentiment: Exxon shareholders approved moving the company’s legal domicile from New Jersey to Texas, a governance and tax-structure shift that may help long term but is not an immediate earnings catalyst. Exxon Mobil Texas Move And What It Means For XOM Valuation
• Neutral Sentiment: One analysis says Exxon’s Q1 2026 production slipped from Q4 2025 levels, suggesting growth is not fully keeping pace with market expectations and could limit near-term upside. Decoupling Exxon's Production Growth From Market Reality
• Negative Sentiment: Recent commentary also notes Exxon’s valuation remains dependent on oil-market strength, so if crude cools or production disappoints, the stock could give back some of its recent gains. How Recent Shifts In Oil And Analyst Views Are Rewriting The Story For Exxon Mobil (XOM)

ExxonMobil Stock Down 0.3%

Shares of XOM stock opened at $152.12 on Friday. The stock's 50 day simple moving average is $154.22 and its 200 day simple moving average is $141.21. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.77 and a current ratio of 1.04. ExxonMobil Corporation has a twelve month low of $101.73 and a twelve month high of $176.41. The company has a market capitalization of $630.51 billion, a price-to-earnings ratio of 25.65, a PEG ratio of 0.66 and a beta of 0.16.

ExxonMobil (NYSE:XOM - Get Free Report) last announced its earnings results on Friday, May 1st. The oil and gas company reported $1.16 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.98 by $0.18. The firm had revenue of $83.16 billion during the quarter, compared to analysts' expectations of $81.13 billion. ExxonMobil had a return on equity of 10.24% and a net margin of 7.57%.The company's revenue was up 2.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.76 earnings per share. As a group, research analysts predict that ExxonMobil Corporation will post 11.66 EPS for the current year.

ExxonMobil Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be paid a $1.03 dividend. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Friday, May 15th. ExxonMobil's payout ratio is presently 69.48%.

Insider Buying and Selling at ExxonMobil

In other news, VP Darrin L. Talley sold 1,080 shares of the business's stock in a transaction on Monday, March 16th. The shares were sold at an average price of $155.50, for a total value of $167,940.00. Following the completion of the sale, the vice president directly owned 17,124 shares in the company, valued at approximately $2,662,782. The trade was a 5.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Sanford C. Bernstein cut their price target on ExxonMobil from $195.00 to $182.00 and set an "outperform" rating for the company in a research note on Monday, May 11th. Wells Fargo & Company raised their price target on ExxonMobil from $183.00 to $185.00 and gave the stock an "overweight" rating in a research note on Thursday, April 9th. Royal Bank Of Canada reaffirmed a "sector perform" rating and set a $180.00 price target on shares of ExxonMobil in a research note on Tuesday, May 5th. Mizuho raised their price target on ExxonMobil from $159.00 to $175.00 and gave the stock a "neutral" rating in a research note on Wednesday, May 27th. Finally, Wolfe Research downgraded ExxonMobil from an "outperform" rating to a "peer perform" rating in a research note on Tuesday, April 21st. Ten analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $165.55.

ExxonMobil Profile

ExxonMobil 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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