Cliftonlarsonallen Wealth Advisors 13F: New $5.9M Stake in XOM

Cliftonlarsonallen Wealth Advisors established a brand-new stake in ExxonMobil Holdings Corporation (NYSE: XOM), according to a Form 13F filing with the SEC on October 14, 2026. 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 today.

Inside Cliftonlarsonallen Wealth Advisors's ExxonMobil Trade

The wealth management firm opened a new position in the energy giant by acquiring 36,385 shares. The reported value of the stake stood at $5,921,582.00 at the time of the filing. Because this is a brand-new holding, the firm held no previous shares of the company on its books.

Other Institutional Activity in ExxonMobil

Other major institutional investors also made adjustments to their own ExxonMobil holdings during recent periods. Blackrock Inc. grew its holdings by 12,005,948 shares, ending with 334,746,496 shares worth about $59,912,926,423.00 after a 3.7% increase. Vanguard Capital Management LLC cut its holdings by 461,028 shares, down 0.2% to 270,731,921 shares valued at about $48,455,598,063.00. State Street Corporation reduced its stake by 7,101,927 shares, or 3.3%, leaving it with 206,811,526 shares worth about $37,015,126,039.00. FMR, LLC cut its holdings by 2,268,080 shares, down 1.6% to 137,736,841 shares valued at about $24,652,139,213.00. Finally, Vanguard Portfolio Management LLC added 1,063,791 shares, growing its stake by 0.9% to 116,693,258 shares worth about $20,885,758,818.00.

ExxonMobil Holdings Corporation Stock Up 0.8%

ExxonMobil shares recently traded around $178.43 as of October 16, 2026, which puts them near their 52-week high of $178.69. The stock is sitting comfortably above both its 50-day moving average of $163.21 and its 200-day moving average of $151.43.

Recent Earnings

ExxonMobil reported trailing twelve-month revenue of $361.06 billion alongside earnings of $7.77 per share. The company posted a net profit margin of 9.1% and a return on equity of 12.6%. Investors will be watching the company's upcoming earnings report on October 30, 2026, for fresh details on its financial health.

Dividend

The company currently pays an annualized dividend yielding 2.36%, backed by a dividend payout ratio of 52.5% of its earnings.

Insider Buying and Selling at ExxonMobil Holdings Corporation

Company insiders were active in the market ahead of the filing. Officer Darrin L. Talley sold 5,000 shares on February 2, 2026, for a total value of $698,753.00. On February 9, 2026, Talley sold 3,230 shares at an average price of $149.18, totaling $481,835.00. Later, on March 2, 2026, Talley sold 2,150 shares at $157.82 per share for a total of $339,313.00. Finally, Talley sold 1,080 shares on March 16, 2026, at an average price of $155.50, totaling $167,935.00.

Analysts Set New Price Targets

Wall Street research firms have updated their outlooks on the stock in recent months. On August 17, 2026, Barclays maintained its Overweight rating while lowering its price target to $177.00. Morgan Stanley kept an Overweight rating on August 19, 2026, raising its target to $177.00. Piper Sandler maintained a Neutral rating on September 3, 2026, lifting its target to $185.00. TD Cowen kept a Buy rating on September 28, 2026, lifting its target to $180.00. Wells Fargo downgraded the stock to an Equal-Weight rating on October 1, 2026, setting a target of $182.00. Overall, the stock carries a consensus Buy recommendation from 22 analysts with a mean price target of $174.00.

About ExxonMobil Holdings Corporation

ExxonMobil Holdings Corporation is a major energy producer engaged in finding, extracting, and refining crude oil and natural gas across global markets. The company operates extensive upstream extraction alongside downstream chemical and petroleum product networks. Institutional moves by wealth managers like Cliftonlarsonallen highlight ongoing portfolio adjustments toward major energy players as commodity markets evolve.

Bottom Line

Cliftonlarsonallen Wealth Advisors's new investment shows confidence in the energy sector as shares trade near yearly highs. Investors should look ahead to the company's upcoming earnings report on October 30, 2026, for further clues on performance and cash flow.