B. Riley Wealth Advisors 13F: New $9.3M Stake in ExxonMobil (XOM)

What Changed in B. Riley Wealth Advisors's ExxonMobil Position

B. Riley Wealth Advisors opened a brand-new position in ExxonMobil Holdings Corporation (NYSE:XOM) during the period, according to a Form 13F filing with the SEC on October 13, 2026. The firm purchased 57,085 shares of the energy company, bringing the total reported value of the stake to about $9.3 million.

Because 13F filings look backward at the end of a reporting quarter, these disclosures show past portfolio moves and may not reflect the investor's current holdings today.

Other Institutional Activity in ExxonMobil

Other large financial firms also shifted their stakes in the energy giant around the same time. Blackrock Inc. grew its holdings by 12,005,948 shares, ending with 334,746,496 shares worth about $59.9 billion. Vanguard Capital Management LLC trimmed its position by 461,028 shares, leaving it with 270,731,921 shares valued at about $48.5 billion. State Street Corporation reduced its stake by 7,101,927 shares, finishing with 206,811,526 shares worth about $37.0 billion. FMR, LLC cut its holdings by 2,268,080 shares, holding 137,736,841 shares valued at about $24.7 billion. Vanguard Portfolio Management LLC added 1,063,791 shares to grow its portfolio, ending with 116,693,258 shares worth about $20.9 billion.

ExxonMobil Holdings Corporation Stock Up 0.5%

ExxonMobil shares recently traded around $177.90, sitting just below their 52-week high of $178.69. The stock trades above its 50-day moving average of $163.21 and well above its 200-day moving average of $151.43.

Recent Earnings

ExxonMobil posted trailing twelve-month revenue of $361.06 billion with basic earnings of $7.77 per share. The company reported a net profit margin of 9.1% and a return on equity of 12.6%. Year-over-year revenue growth reached 44.1%. The company is scheduled to report its next round of financial results on October 30, 2026.

Dividend

ExxonMobil rewards shareholders with an annual dividend yield of 2.36%, supported by a dividend payout ratio of 52.5%.

Insider Buying and Selling at ExxonMobil Holdings Corporation

Company insiders executed several transactions prior to the filing. Officer Darrin L. Talley sold 5,000 shares on February 2, 2026, for a total value of $698,753. On February 9, 2026, Talley sold another 3,230 shares at a price of $149.18 per share, totaling $481,835. Later on March 2, 2026, Talley sold 2,150 shares at $157.82 per share for a value of $339,313. Finally, Talley sold 1,080 shares on March 16, 2026, at a price of $155.50 per share, totaling $167,935.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On August 17, 2026, Barclays maintained an Overweight position while adjusting its target to $177.00 from $182.00. Morgan Stanley kept an Overweight rating on August 19, 2026, lifting its target to $177.00 from $168.00. Piper Sandler maintained a Neutral rating on September 3, 2026, raising its target to $185.00 from $158.00. TD Cowen maintained a Buy rating on September 28, 2026, pushing its target up to $180.00 from $168.00. Wells Fargo issued a downgrade on October 1, 2026, giving the stock an Equal-Weight rating with a $182.00 target. Across the broader analyst community, the stock carries a consensus buy recommendation from 22 opinions, with a mean price target of $174.00.

About ExxonMobil

ExxonMobil Holdings Corporation explores for and produces crude oil and natural gas across the United States, Canada, and international markets. The company operates through several key divisions covering upstream production, energy products, chemicals, and specialty items, providing fuels, lubricants, and basic materials to global energy markets.

Bottom Line

Investors will look toward the upcoming earnings release on October 30, 2026, for fresh details on operational performance. Institutional filings like this one offer a retrospective view of where asset managers placed their capital during past quarters. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.