What smart money is saying about Exxon Mobil Corporation
1 fund in our archive has pitched Exxon Mobil Corporation — most recently LRT Capital Management in June 2025.
Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty products; manufactures and sells petrochemicals, including olefins, polyolefins, aromatics, and various other petrochemicals; and captures and stores carbon, hydrogen, and biofuels. As of December 31, 2021, it had approximately 20,528 net operated wells with proved reserves. The company was founded in 1870 and is headquartered in Irving, Texas.
Fund activity · 3 positions
- HoldsGuinness Global Energy FundJuly 2026
“US refining: Valero and refining-linked parts of the majors (e.g. Exxon) were supported by tight product markets and the increasing importance of refinery flexibility as crude flows altered.”
Read the letterExxon Mobil Corporation - HoldsGuinnessJune 2026
“our five large-caps are Chevron, BP, ExxonMobil, Shell and TotalEnergies.”
Read the letterExxon Mobil Corporation - HoldsBuffalo Blue Chip Growth FundMarch 2026
“Exxon shares rose 42%, reflecting strong underlying commodity fundamentals and continued capital discipline amid the energy price shock.”
Read the letterExxon Mobil Corporation
Also mentioned · 2
These funds discuss Exxon Mobil Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedClearBridge Investments Dividend StrategyJune 2026
“adding over $900 billion of market cap — more than the entire market capitalization of Exxon Mobil, Johnson & Johnson or JPMorgan Chase.”
Read the letterExxon Mobil Corporation - MentionedClearBridge Investments Value StrategyJune 2026
“as well as not owning Exxon Mobil and Walmart.”
Read the letterExxon Mobil Corporation
Fund coverage · 1 thesis
- LRT Capital ManagementJune 2025
Exxon Mobil Corp is a leading integrated energy and chemical manufacturer that combines operational excellence and technological innovation to navigate the energy landscape while focusing on shareholder returns and transitioning towards low-carbon solutions.
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