New York, Feb 20, 2026, 11:50 EST — Regular session

• Exxon Mobil shares fell about 2.6% in late morning trade, underperforming the broader U.S. market.
• Fresh comments this week on Guyana growth kept focus on project timing and demand needed for new gas infrastructure.
• Traders are also watching crude prices near six-month highs and the next U.S. inventory data.

Exxon Mobil shares were down $3.94, or 2.6%, at $147.03 in late morning trading on Friday, after touching a session low of $147.01.

The drop matters because Exxon is often treated as a liquid proxy for big-picture energy risk. Crude has been moving on geopolitics and supply expectations, and investors have been quick to rotate in and out of the…