Westerkirk Capital Inc. Takes Position in Exxon Mobil Corporation $XOM

22 Feb 2026, 12:56 by Kim Johansen · The Markets Daily

Westerkirk Capital Inc. purchased a new position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 7,650 shares of the oil and gas company’s stock, valued at approximately $863,000.

Several other large investors have also bought and sold shares of XOM. Westfuller Advisors LLC acquired a new stake in shares of Exxon Mobil in the 3rd quarter valued at approximately $30,000. Clayton Financial Group LLC acquired a new position in Exxon Mobil during the 3rd quarter worth approximately $40,000. TruNorth Capital Management LLC lifted its stake 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 purchasing an additional 335 shares during the last quarter. Bare Financial Services Inc lifted its stake in Exxon Mobil by 121.8% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock valued at $39,000 after purchasing an additional 201 shares during the last quarter. Finally, Halbert Hargrove Global Advisors LLC boosted its position in 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 in the last quarter. 61.80% of the stock is owned by institutional investors and hedge funds.

Exxon Mobil Stock Down 2.6%

Shares of XOM opened at $147.12 on Friday. The stock’s 50-day moving average price is $132.29 and its two-hundred day moving average price is $120.14. Exxon Mobil Corporation has a 12 month low of $97.80 and a 12 month high of $156.93. The company has a market capitalization of $613.00 billion, a PE ratio of 21.99, a PEG ratio of 15.28 and a beta of 0.39. The company has a current ratio of 1.15, a quick ratio of 0.79 and a debt-to-equity ratio of 0.13.

Exxon Mobil (NYSE:XOM – Get Free Report) last issued its quarterly earnings data 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 $80.04 billion during 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 last year, the company earned $1.67 earnings per share. On average, analysts anticipate that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Exxon Mobil Announces Dividend

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

Key Stories Impacting Exxon Mobil

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

Positive Sentiment: Exxon is accelerating carbon capture (second CCS site in Louisiana), supporting its low‑carbon credentials and potential access to new low‑carbon markets and offtake. This can improve long‑term demand visibility and ESG positioning. Here’s How XOM Is Scaling Up Its CCS Footprint to Reduce Emissions
Positive Sentiment: Guyana exploration update: Exxon is continuing work to quantify gas resources at the Stabroek Block — a meaningful potential source of long‑life gas volumes that could underpin LNG/chemical feedstock growth. Exxon working to determine gas resource at Stabroek Block, Guyana minister says
Positive Sentiment: End‑market tailwinds: reports highlight expanding polyethylene demand (packaging, automotive, construction) and a growing industrial‑robotics lubricants market where Exxon is a named player — both support downstream/chemical margins and aftermarket product demand. United States Polyethylene Industry Report 2025 Industrial Robotics Lubricants Market Size
Positive Sentiment: Near‑term oil price support from Middle East tensions is boosting energy sector sentiment, which typically helps major integrated producers’ revenues and cash flow. Trump And Iran Put Oil Prices Near Six-Month Highs
Neutral Sentiment: An analyst piece examines Exxon’s shifting geopolitical and LNG exposure — useful context for investors but not an immediate catalyst; implications depend on project timelines and contracting. What Exxon Mobil (XOM)’s Shifting Geopolitical and LNG Exposure Means For Shareholders
Neutral Sentiment: Forbes review explains factors behind Exxon’s ~50% rally — helpful for understanding past momentum (energy cycle, buybacks, dividends) but also highlights why some investors may be locking in gains. What Fueled Exxon Mobil’s 50% Run?
Negative Sentiment: Valuation and long‑term growth trade‑offs: coverage flags concerns about stretched valuation after the rally and the risk/reward of pushing long‑term oil growth projects vs. returns — a key reason for profit‑taking pressure. Exxon Mobil Weighs Long Term Oil Growth Against Valuation And Risk

Insider Activity

In other news, VP Darrin L. Talley sold 5,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $139.75, for a total value of $698,750.00. Following the sale, 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 document filed with the SEC, which is available through the SEC website. In the last 90 days, insiders have sold 14,230 shares of company stock valued at $1,888,421. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on XOM shares. Wells Fargo & Company lowered their price target on shares of Exxon Mobil from $158.00 to $156.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Loop Capital set a $123.00 price objective on Exxon Mobil in a research report on Tuesday, February 3rd. Bank of America increased their target price on Exxon Mobil from $129.00 to $135.00 and gave the company a “neutral” rating in a research report on Wednesday, January 28th. Sanford C. Bernstein cut their price target on Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Finally, Piper Sandler reduced their price target on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Nine research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $140.59.

Get Our Latest Research Report on Exxon Mobil

About Exxon Mobil

(Free Report)

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.

Featured Stories

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