---
title: "EverSource Wealth Advisors LLC Lowers Stock Position in ExxonMobil Corporation $XOM"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295995586.md"
description: "EverSource Wealth Advisors LLC reduced its stake in ExxonMobil (XOM) by 33.9% in Q2, holding 40,280 shares valued at $5.5 million. Other institutions like Assetmark and Charles Schwab increased their positions. Analysts maintain a consensus 'Hold' rating with a $163.29 target price. ExxonMobil recently reported Q2 EPS of $3.52, missing estimates, but declared a $1.03 quarterly dividend."
datetime: "2026-08-15T08:02:51.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295995586.md)
  - [en](https://longbridge.com/en/news/295995586.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295995586.md)
---

# EverSource Wealth Advisors LLC Lowers Stock Position in ExxonMobil Corporation $XOM

EverSource Wealth Advisors LLC lessened its stake in ExxonMobil Corporation (NYSE:XOM - Free Report) by 33.9% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,280 shares of the oil and gas company's stock after selling 20,647 shares during the quarter. EverSource Wealth Advisors LLC's holdings in ExxonMobil were worth $5,507,000 at the end of the most recent quarter.

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Other hedge funds have also modified their holdings of the company. Assetmark Inc. lifted its holdings in shares of ExxonMobil by 8.3% during the 1st quarter. Assetmark Inc. now owns 492,309 shares of the oil and gas company's stock worth $83,525,000 after acquiring an additional 37,666 shares during the period. Charles Schwab Trust Co raised its position in shares of ExxonMobil by 392.9% in the 2nd quarter. Charles Schwab Trust Co now owns 122,223 shares of the oil and gas company's stock valued at $16,710,000 after purchasing an additional 97,424 shares in the last quarter. CV Advisors LLC boosted its stake in ExxonMobil by 126.7% during the 2nd quarter. CV Advisors LLC now owns 11,589 shares of the oil and gas company's stock valued at $1,584,000 after acquiring an additional 6,478 shares during the last quarter. Sanctuary Advisors LLC lifted its position in shares of ExxonMobil by 2.3% during the fourth quarter. Sanctuary Advisors LLC now owns 1,048,409 shares of the oil and gas company's stock worth $126,166,000 after purchasing an additional 23,668 shares during the last quarter. Finally, Midwest Trust Co increased its holdings in shares of ExxonMobil by 3.9% in the 1st quarter. Midwest Trust Co now owns 710,969 shares of the oil and gas company's stock valued at $120,623,000 after acquiring an additional 26,411 shares during the last quarter. 61.80% of the stock is owned by hedge funds and other institutional investors.

## Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Royal Bank Of Canada reiterated a "sector perform" rating and set a $180.00 price objective on shares of ExxonMobil in a research note on Tuesday, May 5th. Citigroup restated a "neutral" rating on shares of ExxonMobil in a research report on Wednesday, July 8th. Wells Fargo & Company reissued an "overweight" rating and set a $182.00 target price on shares of ExxonMobil in a research note on Monday, August 3rd. TD Cowen lifted their price objective on shares of ExxonMobil from $155.00 to $168.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Finally, Sanford C. Bernstein dropped their price target on shares of ExxonMobil from $195.00 to $182.00 and set an "outperform" rating on the stock in a research note on Monday, May 11th. Ten research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $163.29.

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**Check Out Our Latest Report on ExxonMobil**

## ExxonMobil Price Performance

NYSE:XOM opened at $160.08 on Friday. ExxonMobil Corporation has a 12 month low of $105.67 and a 12 month high of $176.41. The company's 50-day moving average price is $147.00 and its two-hundred day moving average price is $150.45. The firm has a market cap of $663.52 billion, a PE ratio of 20.60, a price-to-earnings-growth ratio of 0.62 and a beta of 0.17. The company has a quick ratio of 0.85, a current ratio of 1.13 and a debt-to-equity ratio of 0.12.

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ExxonMobil (NYSE:XOM - Get Free Report) last released its earnings results on Friday, July 31st. The oil and gas company reported $3.52 earnings per share for the quarter, missing the consensus estimate of $3.56 by ($0.04). ExxonMobil had a net margin of 8.88% and a return on equity of 13.14%. The company had revenue of $114.53 billion during the quarter, compared to analyst estimates of $109.94 billion. During the same period in the previous year, the company posted $1.64 EPS. On average, equities analysts anticipate that ExxonMobil Corporation will post 11.86 EPS for the current fiscal year.

## ExxonMobil Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 17th will be issued a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Monday, August 17th. ExxonMobil's dividend payout ratio (DPR) is presently 53.02%.

## About ExxonMobil

(Free Report)

ExxonMobil Corporation NYSE: XOM is an integrated oil and gas company engaged in the exploration, production, refining, distribution and marketing of petroleum products and the manufacture and sale of petrochemicals. Its operations span the full energy value chain, including upstream exploration and development of crude oil and natural gas; midstream transportation and storage; and downstream refining, product distribution and retail. The company also produces a broad range of chemical products for industrial and consumer applications.

ExxonMobil markets fuels and lubricants under well-known brands such as Exxon, Mobil and Esso, and its Mobil 1 motor oil is a prominent consumer product.

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_This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._

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