LongXOMJun 2026
Exxon Mobil Corporation
Exxon Mobil's shares fell with easing crude prices, but First Eagle continues to view the company as a high-quality operator. The fund highlights strong capital discipline and a…
XOM
Which hedge funds are long XOM?
4 published ideas on Exxon Mobil Corporation across 4 funds — 4 long and 0 short.
Exxon Mobil hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Exxon Mobil: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongXOMJun 2026
Exxon Mobil
Aristotle sees Exxon Mobil as a compelling investment built around balance-sheet strength, flexible capital allocation and advantaged growth assets. Low leverage should provide…
LongXOMJun 2026
Exxon Mobil Corporation
The fund maintained an overweight position in Exxon Mobil despite weak share performance during the quarter. Headline net income fell sharply because of unfavorable derivative…
LongXOMJun 2026
Exxon Mobil Corporation
Exxon Mobil gives the fund exposure to a large integrated energy company with oil and gas production, refining and chemicals operations. The company is the leading producer in…