Kmg Fiduciary Partners 13F: New $2.1M Stake in ExxonMobil (XOM)

Institutional filing reveals Kmg Fiduciary Partners initiated a new stake in ExxonMobil Holdings Corporation.

Reviewed by automated data checks against the source filing. How we make and check alerts

Kmg Fiduciary Partners opened a new position of 12,914 shares in ExxonMobil Holdings Corporation ($XOM), according to a 13F filing with the SEC dated October 14, 2026. It reported 12,914 shares worth $2.10 million at the end of the quarter.

Since the filing, $XOM is up 1.1% to date (from the $177.01 close on Oct 14, 2026).

Find the original: Kmg Fiduciary Partners 13F filings on SEC EDGAR

XOM ExxonMobil Holdings Corporation
$178.98 +48.85% year to date
Daily close · Oct 16, 2026

Key Points

  • Kmg Fiduciary Partners filed a Form 13F on October 14, 2026, disclosing a new stake in ExxonMobil Holdings Corporation consisting of 12,914 shares valued at approximately $2.1 million.
  • ExxonMobil recently traded around $177.90 per share, sitting up about 9.0% above its 50-day moving average and near its 52-week high.
  • Major financial institutions adjusted their holdings previously, with Blackrock Inc. growing its position by 12,005,948 shares to reach 334,746,496 shares.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated ExxonMobil Holdings Corporation alert may contain errors. Disclosures

Kmg Fiduciary Partners disclosed a new stake in ExxonMobil Holdings Corporation (NYSE: XOM) in a Form 13F filed with the SEC on October 14, 2026. Institutional filings like this one look backward at the portfolio as of the end of the last reporting period and might not show what the firm holds right now.

13F track record

Kmg Fiduciary Partners vs. the S&P 500

YTD return +7.18% hypothetical
All-time return +7.18% S&P 500 +5.97%
vs. S&P 500 +1.21% ahead of the index

Hypothetical returns from Kmg Fiduciary Partners's disclosed trades, not real profit or advice. How we model this.

What Changed in Kmg Fiduciary Partners's ExxonMobil Position

The firm opened a brand-new position in the energy major by acquiring 12,914 shares. The newly established stake was valued at about $2.1 million at the time of the report.

Other Institutional Activity in ExxonMobil

Other large money managers also adjusted their holdings 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 down to 206,811,526 shares worth about $37.0 billion. FMR, LLC cut its holdings by 2,268,080 shares to hold 137,736,496 shares valued at about $24.7 billion. Vanguard Portfolio Management LLC lifted its position by 1,063,791 shares, 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 as of October 16, 2026. The stock sits just below its 52-week high of $178.69 and trades about 9.0% above its 50-day moving average of $163.21. The energy producer has a market capitalization of roughly $718.3 billion and a price-to-earnings ratio of 22.48.

Recent Earnings

ExxonMobil pulled in trailing-twelve-month revenue of $361.1 billion with diluted earnings per share of $7.77. The company generated a net profit margin of 9.1% and a return on equity of 12.6%. The company's next earnings report is scheduled for October 30, 2026.

Dividend

The company offers an annual dividend yield of 2.36%, backed by a payout ratio of 52.5%.

Insider Buying and Selling at ExxonMobil Holdings Corporation

Company insiders executed several transactions earlier in the year. Darrin L Talley sold 5,000 shares on February 2, 2026, for a total value of about $698,753. Later, on February 9, 2026, Talley sold 3,230 shares at an average price of $149.18 worth about $481,835. On March 2, 2026, Talley sold 2,150 shares at $157.82 per share for a total of $339,313. Finally, Talley sold 1,080 shares on March 16, 2026, at $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 its Overweight rating while lowering its price target to $177.00. Morgan Stanley maintained an Overweight rating on August 19, 2026, lifting its price target to $177.00. Piper Sandler kept a Neutral rating on September 3, 2026, raising its target to $185.00. TD Cowen maintained a Buy rating on September 28, 2026, bumping its target to $180.00. Wells Fargo issued a downgrade to Equal-Weight on October 1, 2026, setting a target of $182.00. Overall, the stock carries a consensus buy rating and a mean price target of $174.00 across 22 analyst opinions.

About ExxonMobil

ExxonMobil Holdings Corporation is a massive player in the global energy sector, exploring for and producing crude oil and natural gas across international markets. It refines petroleum products, manufactures chemicals, and distributes specialty goods. Institutional interest remains strong as the company prepares to announce its upcoming quarterly financial results.

Bottom Line

Kmg Fiduciary Partners established a notable new stake in ExxonMobil, reflecting continued portfolio interest in the energy sector. Investors will look toward the upcoming earnings release on October 30, 2026, for further clues on profitability and operational performance. Keep in mind that 13F filings are historical records and may not reflect current holdings.

Source: Kmg Fiduciary Partners's 13F filing on $XOM (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Kmg Fiduciary Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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