Ascent Wealth Partners 13F: New $1.5M Stake in ExxonMobil (XOM)

Ascent Wealth Partners opened a new position in ExxonMobil Holdings Corporation XOM, purchasing 9,309 shares valued at approximately $1.5 million. The fund disclosed the trade in a Form 13F regulatory filing with the Securities and Exchange Commission on October 23, 2026. The stock closed at $183.21 on the day of the filing.

XOM ExxonMobil Holdings Corporation

$183.21 ▲ +52.37% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Ascent Wealth Partners's ExxonMobil Position

Because this is a new investment for the firm, there is no prior quarter comparison or percentage change to report. The newly acquired stake of 9,309 shares represents a total reported value of $1,515,040.

Other Institutional Activity in ExxonMobil

Accurate Wealth Management bought 104,043 shares, ending with 104,043 shares worth about $18,109,360. Annex Advisory Services grew its holdings by 52,271 shares, ending with 52,271 shares worth about $8,507,027. Trust Co of Toledo Na acquired 77,815 shares, ending with 77,815 shares worth about $12,664,391. TCV Trust & Wealth Management added 32,524 shares, ending with 32,524 shares worth about $5,293,280. Concurrent Investment Advisors picked up 509,579 shares, ending with 509,579 shares worth about $82,934,013.

ExxonMobil Holdings Corporation Stock Up 2.9%

The stock recently traded around $183.21 as of October 24, 2026. Shares trade above their 50-day moving average of $165.29 and well above their 200-day moving average of $152.83.

Recent Earnings

The company generated $361,060,007,936 in trailing-twelve-month revenue alongside earnings of $7.77 per share. Operations delivered a net profit margin of 9.1% and a return on equity of 12.6%. Investors look ahead to the next earnings report scheduled for October 30, 2026.

Dividend

The company distributes an annual dividend rate of $4.12 per share, which translates to a dividend yield of 2.31% based on recent pricing.

Insider Buying and Selling at ExxonMobil Holdings Corporation

Officer Darrin L Talley executed several transactions earlier in the year. He sold 5,000 shares on February 2, 2026, for a total value of $698,753. He later sold 3,230 shares at an average price of $149.18 for a total value of $481,835 on February 9, 2026. On March 2, 2026, he sold 2,150 shares at an average price of $157.82 for $339,313, followed by a sale of 1,080 shares at $155.50 for $167,935 on March 16, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock recently. On September 3, 2026, Piper Sandler maintained a neutral rating and raised its target to $185.00. TD Cowen maintained a buy rating with a $180.00 target on September 28, 2026. Wells Fargo downgraded the stock to equal-weight with a $182.00 target on October 1, 2026. Morgan Stanley kept an overweight rating and raised its target to $185.00 on October 15, 2026, while Barclays maintained an overweight rating and raised its target to $200.00 on October 19, 2026. Overall, the stock carries a consensus buy recommendation from 22 analysts.

About ExxonMobil

ExxonMobil explores for and produces crude oil and natural gas across the United States, Canada, and global markets. The business operates upstream exploration alongside downstream energy, chemical, and specialty product segments, providing essential fuels, lubricants, and raw materials to industrial customers worldwide.

Bottom Line

Market participants will watch the upcoming earnings release on October 30, 2026, to gauge whether the energy producer can maintain its operational momentum. Further filings will reveal if other wealth managers follow Ascent Wealth Partners in establishing fresh positions.