Quilter 13F: New $108M Stake in ExxonMobil (XOM)

Quilter opened a new position in ExxonMobil Holdings Corporation NYSE: XOM by acquiring 664,601 shares. The stake carried an estimated value of $108.2 million based on the filing submitted on October 21, 2026.

XOM ExxonMobil Holdings Corporation

$178.07 ▲ +48.10% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Quilter's ExxonMobil Position

The newly reported stake marks a brand-new holding for Quilter in the energy giant. The firm started the period with zero shares and finished with 664,601 shares.

ExxonMobil Holdings Corporation Stock Down 0.6%

ExxonMobil closed at $178.09 on the filing date, October 21, 2026, and recently traded around $178.09 as of October 22, 2026. The stock sits just below its 52-week high of $180.26 and well above its 52-week low of $112.51. Shares also trade above both their 50-day moving average of $164.92 and their 200-day moving average of $152.55.

Recent Earnings

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

Dividend

The company pays an annual dividend rate of $4.12 per share, which translates to a dividend yield of 2.31%. Dividend payments consume 52.5% of the company's earnings based on its payout ratio.

Insider Buying and Selling at ExxonMobil Holdings Corporation

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

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On September 3, 2026, Piper Sandler maintained a neutral rating and raised its price target from $158.00 to $185.00. TD Cowen maintained a buy rating on September 28, 2026, lifting its target from $168.00 to $180.00. Wells Fargo downgraded the stock to equal-weight with an $182.00 target on October 1, 2026. Morgan Stanley maintained an overweight rating and increased its target from $177.00 to $185.00 on October 15, 2026. Barclays maintained an overweight rating on October 19, 2026, pushing its target from $177.00 to $200.00. Overall, the stock holds a consensus buy recommendation and a mean price target of $179.41 from 22 analysts.

About ExxonMobil Holdings Corporation

ExxonMobil explores for and produces crude oil and natural gas across the United States, Canada, and international markets. The company processes energy products, chemicals, and specialty items through operations spanning upstream exploration and downstream refining. Its massive scale makes it a core holding for institutional investors tracking the energy sector.

Bottom Line

Investors are watching for the upcoming earnings release on October 30, 2026, to gauge ongoing operational performance. Future Form 13F filings will show whether Quilter expands or alters this energy position.