Integrated energy major
ExxonMobil
ExxonMobil produces crude oil and natural gas and sells fuels, petrochemicals, lubricants, and specialty products. It spends on production facilities and oilfield services while building long-term customer contracts in lower-carbon businesses such as carbon capture and hydrogen.
XOM Updated Sep 11, 2026 5 AI consumers· 2 recurring
Per the valuechain.wiki graph, ExxonMobil is directly linked to 10 companies (7 supply, 3 revenue relationships) and reaches 21 companies within two hops; the links are backed by 18 dated sources, 6 of them primary filings (as of 2026-09-11).
Annual return · 2026-09-04'21+57.6%'22+87.4%'23-6.3%'24+11.3%'25+16%YTD+35.2%
ExxonMobilFY2025 consolidated sales and other operating revenue of $323.905 billion
Financials & Segments
- Total revenue · FY2025 consolidated sales and other operating revenue of $323.905 billion
- Segments · Upstream · Energy Products · Chemical Products · Specialty Products
Revenue from
- O’Reilly Automotive High confidence
ExxonMobil identifies Mobil 1 as its synthetic motor-oil brand, which O'Reilly lists among the premium name-brand merchandise it carries, but it does not disclose the value of O'Reilly's procurement. - Linde Medium confidence
A long-term commercial agreement covers transportation and permanent storage of carbon dioxide from Linde's clean hydrogen facility in Beaumont. Counterparty-specific service revenue is not disclosed. - CF Industries Medium confidence
Under a commercial agreement, ExxonMobil transports and permanently stores carbon dioxide captured at CF Industries' Louisiana manufacturing complex. Counterparty-specific service revenue is not disclosed.Mentions EN ExxonMobil Published Oct 12, 2022: Landmark emissions-reduction project in Louisiana announced; CF Industries, ExxonMobil, EnLink Midstream to collaborate
Pays to
- Kinder Morgan, Inc. High confidence· Amount 12.167 USD/Dth/month · 2026-07-01 to 2031-10-31 · Monthly reservation rate per dekatherm under ExxonMobil Oil Corporation's FT-1 agreement
ExxonMobil is a transportation-contract customer of Kinder Morgan's El Paso Natural Gas system whose reservation charge, under the filed tariff, is payable regardless of volumes transported.Confirms EN El Paso Natural Gas Company, L.L.C. / FERC Published May 29, 2026: El Paso Natural Gas FERC Gas Tariff: Negotiated Rate Agreement Filing RP26-893-000 - Schlumberger High confidence
ExxonMobil Canada and HMDC awarded Schlumberger contracts for 3D and 4D seismic processing at the Hibernia and Hebron fields, but the contract value was not disclosed. - Targa Resources Corp. Medium confidence· Count 20 years · 2026-2046 · Term of ExxonMobil's integrated Permian midstream agreements
ExxonMobil signed 20-year fee-based agreements to use Targa's facilities for gathering, processing, NGL transportation, and fractionation across the Permian Delaware and Midland basins, although contract value and counterparty revenue were not disclosed.Mentions KO Edaily Published Sep 2, 2026: Wells Fargo Raises Targa Resources Price Target on ExxonMobil Long-Term ContractConfirms EN Targa Resources Corp. Published Aug 17, 2026: Targa Resources Corp. Announces 20-Year Agreements with ExxonMobil and Announces Three New Natural Gas Processing Plants in the Permian Delaware - Yokogawa Electric Medium confidence
ExxonMobil sources control systems, safety-instrumented systems and wireless gas detection for its refining and petrochemical plants from Yokogawa Electric. Because the safety layer is bundled in, the relationship carries a high switching barrier. - Baker Hughes Medium confidence
ExxonMobil Guyana procures specialty chemicals and related services from Baker Hughes for floating production facilities serving the Uaru and Whiptail developments. The contract value is not disclosed.Confirms EN Baker Hughes Published Feb 3, 2025: Baker Hughes Secures Major Chemicals Award from ExxonMobil Guyana for FPSOs - Air Liquide Medium confidence
Air Liquide is to build and operate facilities supplying oxygen and nitrogen to ExxonMobil's planned low-carbon hydrogen and ammonia project in Baytown. The arrangement is subject to a final investment decision, and its value is not disclosed.Confirms EN ExxonMobil Published Jun 24, 2024: ExxonMobil adds Air Liquide to world's largest low-carbon hydrogen project - Honeywell Technologies Medium confidence
ExxonMobil uses Honeywell's services to operate and upgrade TDC 3000 and Experion LCN distributed control systems at multiple sites, with Honeywell's 2026 account describing the companies' relationship as spanning more than 50 years.Confirms EN Honeywell Technologies Published Jun 25, 2026: ExxonMobil Names Honeywell its 2025 Supplier Innovation Award WinnerConfirms EN Honeywell Technologies Published Jun 11, 2026: Honeywell Technologies 2026 Investor Day Presentation
Investments
- Pioneer Natural Resources Company High confidence· Amount $63B · acquisition closed 2024-05-03 · Acquisition-date fair value of ExxonMobil common shares issued, excluding debt assumed
ExxonMobil acquired Pioneer Natural Resources, integrating its producing assets and drilling inventory in the Permian Basin. The acquisition closed, and the fair value of the equity consideration is disclosed in the SEC filing.Mentions KO The Korea Economic Daily Published Oct 12, 2023: ExxonMobil to acquire Pioneer, a leader of the U.S. shale revolution
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| SK hynix | lead2 | -0.4 | -25.6 | +53.9 | +48.6 | +361.1 | +81.6 |
| Samsung Electronics | lead2 | -9 | -14.2 | +20.9 | -26.4 | +212.9 | +59.7 |
| TSMC | lead2 | +12.1 | -36.7 | +42.3 | +92.6 | +55.9 | +41.9 |
| CF Industries | lead1 | +87.2 | +22.3 | -4.7 | +10.1 | -7.2 | +74.9 |
| Linde | lead1 | +33.4 | -4.4 | +27.7 | +3.2 | +3.2 | +13.1 |
| O’Reilly Automotive | lead1 | +56 | +19.5 | +12.6 | +24.8 | +15.4 | -3.6 |
| ExxonMobil | node | +57.6 | +87.4 | -6.3 | +11.3 | +16 | +35.2 |
| Targa Resources Corp. | benef1 | +100.1 | +43.7 | +21 | +110.1 | +5.7 | +59.5 |
| Schlumberger | benef1 | +39.6 | +81.2 | -0.8 | -24.5 | +3.3 | +52.3 |
| Baker Hughes Company | benef1 | +19 | +26 | +18.6 | +23.1 | +13.4 | +40.9 |
| Air Liquide | benef1 | +14.3 | +8.1 | +21.1 | +8.7 | -4.6 | +21.3 |
| Kinder Morgan, Inc. | benef1 | +23.8 | +21.2 | +4.1 | +64.4 | +4.8 | +17.5 |
| Honeywell Technologies | benef1 | -0.3 | +4.9 | +0 | +10 | -6.4 | +3.8 |
| Yokogawa Electric | benef1 | -15.9 | +23.6 | +30.6 | +18.8 | +52.3 | -7 |
| GE Vernova | benef2 | · | · | · | · | +99 | +44.4 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Carrier Global Corporation | benef2 | +45.3 | -22.7 | +41.5 | +20.3 | -21.8 | +14.3 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| GE Aerospace | benef2 | +9.7 | -10.9 | +95.7 | +64.8 | +85.7 | +9.7 |
| Alphabet (Google) | benef2 | +65.3 | -39.1 | +58.3 | +36 | +66 | +8.3 |
| NXP Semiconductors | benef2 | +44.8 | -29.2 | +48.4 | -8 | +6.4 | +5.9 |
YTD as of 2026-09-04 · source: Yahoo Finance
ExxonMobil operates across Integrated energy major. It is +35.2% in 2026. The stock (+35.2%) is ahead of both its demand side (avg +13.1%) and supply side (avg +7.2%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Air Liquide (+21.3%) and the furthest behind is Yokogawa Electric (-7%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends on production facilities and oilfield services while building long-term customer contracts in lower-carbon businesses such as carbon capture and hydrogen.
Analysis generated from returns as of 2026-09-04