Mondrian Investment Partners 13F: New $55M Stake in XOM

Mondrian Investment Partners opened a new position in ExxonMobil Holdings Corporation XOM, buying 335,547 shares valued at about $54.6 million. The fund disclosed the trade in a Form 13F filing with the SEC on October 23, 2026.

XOM ExxonMobil Holdings Corporation

$183.21 ▲ +52.37% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mondrian Investment Partners's ExxonMobil Holdings Corporation Position

The fund initiated a brand-new stake in the energy giant during the period, ending up with 335,547 shares worth roughly $54.6 million based on filing values. Because this is a new holding, there was no prior share count or percentage change to report.

Other Institutional Activity in ExxonMobil Holdings Corporation

Other fund managers also adjusted their positions in the energy company recently. NTV Asset Management grew its holdings by 5,943 shares, ending with 75,193 shares worth about $12.2 million. Simplicity Wealth, LLC reported a new position of 99,930 shares valued at about $16.3 million. Ascent Wealth Partners also started a new stake, picking up 9,309 shares worth roughly $1.5 million.

ExxonMobil Holdings Corporation Stock Up 2.9%

The stock recently traded around $183.21 as of October 24, 2026, matching its closing price of $183.21 on October 23, 2026. The shares sit above both their 50-day moving average of $165.29 and their 200-day moving average of $152.83.

Recent Earnings

The company reported trailing twelve-month revenue of $361.06 billion alongside earnings of $7.77 per share. Its net profit margin stood at 9.1% with a return on equity of 12.6%. The next earnings report is scheduled for October 30, 2026.

Dividend

ExxonMobil Holdings Corporation pays an annual dividend rate of $4.12 per share, giving it a dividend yield of 2.31%. The payout ratio sits at 52.5% of earnings.

Insider Buying and Selling at ExxonMobil Holdings Corporation

Company officer Darrin L Talley completed several transactions earlier in the year. On February 2, 2026, he disposed of 5,000 shares worth about $698,753. Later on February 9, 2026, he parted with 3,230 shares at an average price of $149.18 for a total of $481,835. He then sold 2,150 shares on March 2, 2026, at $157.82 per share totaling $339,313, followed by 1,080 shares on March 16, 2026, at $155.50 per share worth $167,935.

Analysts Set New Price Targets

Piper Sandler maintained a Neutral rating on the stock with a $185.00 price target on September 3, 2026, moving up from its prior target of $158.00. TD Cowen maintained a Buy rating and lifted its target to $180.00 from $168.00 on September 28, 2026. Wells Fargo downgraded the stock to an Equal-Weight rating with a $182.00 price target on October 1, 2026. Morgan Stanley maintained an Overweight rating on October 15, 2026, raising its target to $185.00 from $177.00. Barclays also maintained an Overweight rating on October 19, 2026, boosting its target to $200.00 from $177.00. Overall, the stock carries a consensus buy recommendation from 22 analysts, with a mean price target of $179.41.

About ExxonMobil Holdings Corporation

ExxonMobil Holdings Corporation is a major energy company that explores for and produces crude oil and natural gas. Operating across segments like Upstream, Energy Products, and Chemical Products, the firm supplies fuels and industrial items globally from its headquarters in Spring, Texas.

Bottom Line

Investors will look ahead to the company's upcoming earnings release on October 30, 2026, for fresh details on operational performance. Monitoring future institutional filings will also show whether funds continue to build up their positions.