SEC filings · customer concentration · XOM

Who depends on Exxon Mobil

1 listed supplier reports Exxon Mobil as a customer worth 10% or more of their revenue, led by Talos Energy at 23%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2015–2026years covered
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Suppliers that depend on Exxon Mobil

Listed companies whose annual report names Exxon Mobil as a customer worth 10% or more of their revenue. If Exxon Mobil cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Talos EnergyTALO23%▲ from 17%FY 2024: 17%FY 2025: 23%2 yearsFY 2025 · filed 25 Feb 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
Fuelcell EnergyFCEL6%last FY 2018FY 2015: 1%FY 2016: 3%FY 2017: 9%FY 2018: 6%4 yearsFY 2018 · filed 10 Jan 2019
Borr DrillingBORR1%last FY 2021FY 2019: 15%FY 2020: 18%FY 2021: 1%3 yearsFY 2021 · filed 30 Mar 2023

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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