Aventura Private Wealth LLC Invests $2.56 Million in Exxon Mobil Corporation $XOM

Aventura Private Wealth LLC bought a new position in shares of Exxon Mobil Corporation (NYSE:XOM) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 21,287 shares of the oil and gas company’s stock, valued at approximately $2,562,000. Exxon Mobil comprises approximately 0.9% of Aventura Private Wealth LLC’s investment portfolio, making the stock its 15th biggest position.

A number of other hedge funds have also added to or reduced their stakes in 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 third quarter worth $40,000. TruNorth Capital Management LLC increased its holdings in Exxon Mobil by 1,595.2% during the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock worth $40,000 after buying an additional 335 shares during the last quarter. Bare Financial Services Inc raised 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 acquiring an additional 201 shares in the last quarter. Finally, Halbert Hargrove Global Advisors LLC lifted its stake 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 acquiring an additional 181 shares during the last quarter. Institutional investors own 61.80% of the company’s stock.

Exxon Mobil Price Performance

Shares of Exxon Mobil stock opened at $159.75 on Monday. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.13. The stock has a market capitalization of $665.64 billion, a price-to-earnings ratio of 23.88, a price-to-earnings-growth ratio of 1.25 and a beta of 0.35. Exxon Mobil Corporation has a twelve month low of $97.80 and a twelve month high of $162.44. The company has a 50-day simple moving average of $145.57 and a two-hundred day simple moving average of $126.33.

Exxon Mobil (NYSE:XOM) last announced 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. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The firm had revenue of $80.04 billion for the quarter, compared to analyst estimates of $77.98 billion. During the same quarter in the prior year, the business posted $1.67 EPS. The business’s revenue was down 1.3% compared to the same quarter last year. Analysts forecast that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Exxon Mobil Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th were given a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Thursday, February 12th. Exxon Mobil’s dividend payout ratio is presently 61.58%.

Insider Activity

In related news, VP Darrin L. Talley sold 1,080 shares of the firm’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $155.50, for a total value of $167,940.00. Following the transaction, the vice president owned 17,124 shares in the company, valued at approximately $2,662,782. This trade represents a 5.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last quarter, insiders sold 11,460 shares of company stock worth $1,687,854. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on XOM. Bank of America lifted their price objective on shares of Exxon Mobil from $135.00 to $151.00 and gave the company a “neutral” rating in a research report on Monday, March 2nd. Morgan Stanley cut their target price on shares of Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. Barclays lifted their price target on Exxon Mobil from $145.00 to $163.00 and gave the stock an “overweight” rating in a report on Monday, March 16th. Weiss Ratings reissued a “hold (c)” rating on shares of Exxon Mobil in a research report on Monday, December 29th. Finally, Mizuho lifted their target price on Exxon Mobil from $140.00 to $162.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 17th. Nine research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $148.89.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Analysts are revising earnings and targets up across the integrated-oil group after the Middle East supply shock, which supports higher oil-price assumptions and makes XOM more attractive to income/value investors. Read More.
• Positive Sentiment: HSBC raised Exxon’s price target (reported coverage) — a signal that some institutional analysts see limited downside versus current levels and are moving to higher targets. Read More.
• Positive Sentiment: Mizuho lifted XOM’s price target to $162 and raised its oil-price outlook, reflecting expectations for stronger 2026 commodity-driven cash flow. That supports valuation upgrades and positive sentiment. Read More.
• Positive Sentiment: Sector rotation into energy and materials is accelerating as the market re-prices commodity-linked assets — a technical tailwind for XOM as investors shift into energy. Read More.
• Positive Sentiment: Operational growth: Exxon is accelerating oil & gas project timelines in Guyana (new floating production facilities nearing deployment), which supports medium-term production growth and value realization. Read More.
• Positive Sentiment: Trading/marketing strength: Exxon is among firms shipping record U.S. fuel volumes to Australia to fill supply gaps, demonstrating lucrative trading opportunities amid disrupted global flows. Read More.
• Neutral Sentiment: Macro: the S&P 500 is under pressure as oil spikes past $100–$120/bbl — this drags broader risk assets even as energy names outperform; net effect for XOM is positive for revenues but mixed for market multiples. Read More.
• Neutral Sentiment: Corporate housekeeping: Exxon announced a planned redomiciliation to Texas — a structural/legal change that’s unlikely to move fundamentals near-term but matters for governance/tax positioning. Read More.
• Neutral Sentiment: Portfolio move: Exxon sold its stake in North Atlantic Energies, a small ownership shift that is not material to XOM’s consolidated results but removes a minor holding. Read More.
• Negative Sentiment: Security/damage risk: Iranian strikes damaged LNG facilities at Qatar’s Ras Laffan (Exxon is a JV partner), cutting Qatar’s export capacity by ~17% and creating multi-year repair timelines and near-term revenue losses for partners — a direct operational hit for joint ventures even as it props up energy prices globally. Read More.

Exxon Mobil Company Profile

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.