Exxon Mobil climbs as crude prices spike on renewed Middle East supply-risk fears

Exxon Mobil Corporation (XOM) is up 4.4% today. Here is some analysis on what might have caused this price movement.

Analysis: XOM appears to be rising mainly because oil prices surged on heightened fears of supply disruptions tied to escalating military conflict in the Middle East. As a large, highly liquid U.S. producer, Exxon often moves with the energy sector when crude rapidly reprices higher on geopolitical risk.

Details:

Crude benchmarks jumped sharply in Monday trading, reflecting a fast-rising “risk premium” for potential disruptions to global supply and shipping.

Market focus has centered on the Strait of Hormuz, a critical chokepoint for global oil flows; even the risk of reduced tanker traffic or higher insurance costs can quickly lift spot and futures prices.

Reports also pointed to attacks and disruptions affecting regional energy infrastructure and shipping activity, adding to concerns about near-term supply tightness.

Energy equities broadly rallied alongside the commodity move, with several large-cap integrated oil companies posting similar gains.

Sources:

Barron’s, Associated Press, The Guardian

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$XOM Insider Trading Activity

$XOM insiders have traded $XOM stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 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 5 sales selling 14,230 shares for an estimated $1,888,408.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$XOM Hedge Fund Activity

We have seen 2,133 institutional investors add shares of $XOM stock to their portfolio, and 1,863 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.

$XOM Congressional Stock Trading

Members of Congress have traded $XOM stock 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 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. sold up to $100,000 on 01/09.
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.
REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/16.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$XOM 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 $XOM, check out Quiver Quantitative's $XOM forecast page.

$XOM Price Targets

Multiple analysts have issued price targets for $XOM recently. We have seen 15 analysts offer price targets for $XOM in the last 6 months, with a median target of $145.0.

Here are some recent targets:

Jean Ann Salisbury from B of A Securities set a target price of $151.0 on 03/02/2026
Sam Margolin from Wells Fargo set a target price of $183.0 on 02/24/2026
Jason Gabelman from TD Cowen set a target price of $145.0 on 02/03/2026
Betty Jiang from Barclays set a target price of $145.0 on 02/03/2026
Biraj Borkhataria from RBC Capital set a target price of $150.0 on 02/02/2026
Devin McDermott from Morgan Stanley set a target price of $134.0 on 01/23/2026
Ryan Todd from Piper Sandler set a target price of $142.0 on 01/08/2026

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.