Oil surges amid Middle East tensions: Social media buzz intensifies around Exxon Mobil as crude prices climb on fears of supply disruptions through the Strait of Hormuz. Traders point to the company's lowered break-even costs in Guyana and the Permian, positioning it to generate substantial cash flow from every $10 rise in oil. Discussions portray XOM as a steady beneficiary in this volatile environment.
Energy sector outperforms: Conversations highlight XOM's role in the grinding rally of energy indices, fueled by geopolitical risks including U.S. and Israeli strikes on Iran. While some chart enthusiasts eye parabolic breakouts toward all-time highs, others note the stock's modest gains relative to oil's 55% surge. Optimism prevails on potential windfalls for refiners and chemicals amid tight markets.
Cautions and pullbacks noted: Amid the bullish fervor, voices warn of possible rug-pulls or slippery declines for oil stocks like XOM after recent advances. Environmental advocates urge opposition to exemptions harming Gulf wildlife, adding a layer of scrutiny. Sentiment remains cautiously upbeat, balancing profit prospects with sector risks.
Note: This discussion summary was generated from an AI condensation of post data.
Exxon Mobil Insider Trading Activity
Exxon Mobil insiders have traded $XOM stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $XOM stock by insiders over the last 6 months:
- DARRIN L TALLEY (VP - Corp Strategic Planning) has made 0 purchases and 7 sales selling 17,460 shares for an estimated $2,395,656.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Exxon Mobil Revenue
Exxon Mobil had revenues of $80B in Q4 2025. This is a decrease of -1.26% from the same period in the prior year.
You can track XOM financials on Quiver Quantitative's XOM stock page.
Exxon Mobil Congressional Stock Trading
Members of Congress have traded $XOM stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $XOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $100,000 on 02/10 and 1 sale worth up to $100,000 on 01/09.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/04, 02/02 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/08.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Exxon Mobil Hedge Fund Activity
We have seen 2,136 institutional investors add shares of Exxon Mobil stock to their portfolio, and 1,867 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 38,130,356 shares (-70.4%) from their portfolio in Q4 2025, for an estimated $4,588,607,041
- NORGES BANK added 6,185,309 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $744,340,085
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 5,512,493 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $621,533,585
- JPMORGAN CHASE & CO removed 4,661,338 shares (-6.2%) from their portfolio in Q4 2025, for an estimated $560,945,414
- FMR LLC added 4,365,511 shares (+3.4%) to their portfolio in Q4 2025, for an estimated $525,345,593
- PACER ADVISORS, INC. removed 4,344,733 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $522,845,169
- BARCLAYS PLC removed 4,037,620 shares (-37.7%) from their portfolio in Q4 2025, for an estimated $485,887,190
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Exxon Mobil Analyst Ratings
Wall Street analysts have issued reports on $XOM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 02/02/2026
- Barclays issued a "Overweight" rating on 01/21/2026
- Freedom Capital Markets issued a "Sell" rating on 01/06/2026
- Jefferies issued a "Buy" rating on 12/10/2025
- UBS issued a "Buy" rating on 12/01/2025
- Piper Sandler issued a "Overweight" rating on 11/10/2025
- Scotiabank issued a "Sector Outperform" rating on 11/03/2025
To track analyst ratings and price targets for Exxon Mobil, check out Quiver Quantitative's $XOM forecast page.
Exxon Mobil Price Targets
Multiple analysts have issued price targets for $XOM recently. We have seen 16 analysts offer price targets for $XOM in the last 6 months, with a median target of $150.5.
Here are some recent targets:
- Devin McDermott from Morgan Stanley set a target price of $172.0 on 03/27/2026
- Kim Fustier from HSBC set a target price of $158.0 on 03/20/2026
- Nitin Kumar from Mizuho set a target price of $162.0 on 03/17/2026
- Betty Jiang from Barclays set a target price of $163.0 on 03/16/2026
- Ryan Todd from Piper Sandler set a target price of $186.0 on 03/12/2026
- Jean Ann Salisbury from B of A Securities set a target price of $151.0 on 03/02/2026
- Alastair Syme from Citigroup set a target price of $150.0 on 03/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
