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Octavia Wealth Advisors’s ExxonMobil XOM Stock Holding History

Octavia Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,392
Closed -$915K – 256
2026
Q1 		$915K Sell
5,392
-680
-11% -$99.2K 0.09% 81
2025
Q4 		$731K Sell
6,072
-650
-10% -$75.4K 0.07% 105
2025
Q3 		$758K Buy
6,722
+996
+17% +$111K 0.08% 98
2025
Q2 		$617K Sell
5,726
-351
-6% -$37.5K 0.07% 101
2025
Q1 		$723K Buy
6,077
+1,013
+20% +$112K 0.09% 90
2024
Q4 		$545K Sell
5,064
-213
-4% -$24.9K 0.07% 109
2024
Q3 		$619K Sell
5,277
-277
-5% -$32K 0.08% 100
2024
Q2 		$639K Sell
5,554
-2,716
-33% -$316K 0.09% 99
2024
Q1 		$961K Sell
8,270
-81
-1% -$8.47K 0.14% 75
2023
Q4 		$835K Sell
8,351
-899
-10% -$94.5K 0.15% 80
2023
Q3 		$1.09M Buy
9,250
+782
+9% +$85.8K 0.22% 60
2023
Q2 		$908K Sell
8,468
-633
-7% -$69.1K 0.18% 67
2023
Q1 		$998K Sell
9,101
-226
-2% -$25K 0.22% 58
2022
Q4 		$1.03M Sell
9,327
-304
-3% -$32.6K 0.25% 60
2022
Q3 		$841K Sell
9,631
-504
-5% -$46K 0.23% 66
2022
Q2 		$868K Sell
10,135
-251
-2% -$22.6K 0.23% 65
2022
Q1 		$858K Buy
10,386
+2,647
+34% +$206K 0.19% 70
2021
Q4 		$474K Buy
7,739
+65
+0.8% +$4.06K 0.1% 107
2021
Q3 		$450K Buy
7,674
+1,220
+19% +$69.5K 0.12% 104
2021
Q2 		$407K Buy
6,454
+203
+3% +$12.1K 0.11% 107
2021
Q1 		$349K Buy
6,251
+916
+17% +$48K 0.1% 120
2020
Q4 		$220K Buy
+5,335
New +$200K 0.07% 147

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Octavia Wealth Advisors's XOM Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 5,392 shares — an estimated $915K sold.

Octavia Wealth Advisors first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $1.09M in Q3 2023. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 5,392 ExxonMobil shares in Q2 2026, an estimated $915K.
  • Octavia Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • Octavia Wealth Advisors's ExxonMobil position peaked at $1.09M in Q3 2023.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.