Corporate Plan Update: ExxonMobil's recent update to its 2030 corporate plan has sparked significant discussion on X. The company raised its earnings outlook to $25 billion and cash flow growth to $35 billion, a $5 billion increase in both metrics without additional capital spending. Many users are intrigued by the focus on key assets like the Permian Basin and Guyana.
Stock Momentum: Posts on X also highlight ExxonMobil's stock nearing its 52-week high, despite narratives of an oil glut. Some speculate this reflects the company's strong fundamentals, while others question if the market knows something more. The technical setup is described as showing bullish signals after a period of consolidation.
Note: This discussion summary was generated from an AI condensation of post data.
ExxonMobil Insider Trading Activity
ExxonMobil insiders have traded $XOM stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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) sold 2,158 shares for an estimated $238,351
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ExxonMobil Revenue
ExxonMobil had revenues of $83.3B in Q3 2025. This is a decrease of -5.08% from the same period in the prior year.
You can track XOM financials on Quiver Quantitative's XOM stock page.
ExxonMobil Congressional Stock Trading
Members of Congress have traded $XOM stock 12 times in the past 6 months. Of those trades, 5 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $XOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 5 times. They made 3 purchases worth up to $45,000 on 10/30, 07/22, 06/24 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 has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 09/16, 08/14, 07/25.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 06/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ExxonMobil Hedge Fund Activity
We have seen 1,976 institutional investors add shares of ExxonMobil stock to their portfolio, and 1,948 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 19,672,024 shares (-20.8%) from their portfolio in Q3 2025, for an estimated $2,218,020,706
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 10,369,811 shares (+62.1%) to their portfolio in Q3 2025, for an estimated $1,169,196,190
- NORGES BANK removed 7,308,437 shares (-11.3%) from their portfolio in Q2 2025, for an estimated $787,849,508
- FMR LLC removed 6,035,611 shares (-4.5%) from their portfolio in Q3 2025, for an estimated $680,515,140
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 5,512,493 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $621,533,585
- PRIMECAP MANAGEMENT CO/CA/ removed 3,616,965 shares (-82.8%) from their portfolio in Q3 2025, for an estimated $407,812,803
- AMERICAN CENTURY COMPANIES INC removed 3,107,443 shares (-37.9%) from their portfolio in Q3 2025, for an estimated $350,364,198
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ExxonMobil Analyst Ratings
Wall Street analysts have issued reports on $XOM in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Wells Fargo issued a "Overweight" rating on 10/17/2025
- Barclays issued a "Overweight" rating on 10/07/2025
To track analyst ratings and price targets for ExxonMobil, check out Quiver Quantitative's $XOM forecast page.
ExxonMobil Price Targets
Multiple analysts have issued price targets for $XOM recently. We have seen 11 analysts offer price targets for $XOM in the last 6 months, with a median target of $135.0.
Here are some recent targets:
- Manav Gupta from UBS set a target price of $145.0 on 12/01/2025
- Ryan Todd from Piper Sandler set a target price of $144.0 on 11/10/2025
- Paul Cheng from Scotiabank set a target price of $155.0 on 11/03/2025
- Sam Margolin from Wells Fargo set a target price of $156.0 on 10/17/2025
- Betty Jiang from Barclays set a target price of $126.0 on 10/07/2025
- Nitin Kumar from Mizuho set a target price of $123.0 on 09/15/2025
- Jean Ann Salisbury from B of A Securities set a target price of $120.0 on 09/10/2025
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.
