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Opal Wealth Advisors’s ExxonMobil XOM Stock Holding History

Opal 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 		$1.44M Buy
10,563
+2,660
+34% +$398K 0.31% 36
2026
Q1 		$1.34M Sell
7,903
-1,815
-19% -$265K 0.3% 32
2025
Q4 		$1.17M Buy
9,718
+119
+1% +$13.8K 0.3% 40
2025
Q3 		$1.08M Sell
9,599
-196
-2% -$21.8K 0.3% 39
2025
Q2 		$1.06M Sell
9,795
-1,433
-13% -$153K 0.29% 40
2025
Q1 		$1.34M Buy
11,228
+1,387
+14% +$153K 0.41% 29
2024
Q4 		$1.06M Buy
9,841
+488
+5% +$57.1K 0.32% 42
2024
Q3 		$1.1M Buy
9,353
+415
+5% +$47.9K 0.34% 43
2024
Q2 		$1.03M Buy
8,938
+21
+0.2% +$2.45K 0.33% 39
2024
Q1 		$1.04M Buy
8,917
+291
+3% +$30.4K 0.35% 40
2023
Q4 		$862K Sell
8,626
-594
-6% -$62.4K 0.34% 45
2023
Q3 		$1.08M Buy
9,220
+218
+2% +$23.9K 0.63% 25
2023
Q2 		$965K Buy
9,002
+1,419
+19% +$155K 0.48% 24
2023
Q1 		$832K Buy
7,583
+517
+7% +$57.2K 0.49% 24
2022
Q4 		$779K Sell
7,066
-2,658
-27% -$285K 0.43% 35
2022
Q3 		$849K Buy
9,724
+3,712
+62% +$339K 0.62% 21
2022
Q2 		$515K Buy
6,012
+725
+14% +$65.4K 0.34% 39
2022
Q1 		$437K Sell
5,287
-127
-2% -$9.87K 0.38% 39
2021
Q4 		$331K Buy
5,414
+150
+3% +$9.38K 0.21% 78
2021
Q3 		$310K Sell
5,264
-435
-8% -$24.8K 0.3% 46
2021
Q2 		$360K Buy
5,699
+166
+3% +$9.91K 0.34% 43
2021
Q1 		$309K Buy
5,533
+305
+6% +$16K 0.34% 43
2020
Q4 		$215K Buy
+5,228
New +$196K 0.27% 65

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

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

Opal Wealth Advisors increased its ExxonMobil (XOM) stake by 34% in Q2 2026, buying an estimated $398K and bringing the position to 10,563 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #36.

Opal Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. 2,178 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Opal Wealth Advisors held 10,563 shares of ExxonMobil worth $1.44M as of Q2 2026.
  • Opal Wealth Advisors bought 2,660 ExxonMobil shares in Q2 2026, an estimated $398K.
  • ExxonMobil made up 0.31% of Opal Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Opal Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • 2,178 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.