Opal Wealth Advisors
XOM icon

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
Q3 		$1.15M Sell
7,092
-3,471
-33% -$543K 0.24% 47
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% -$9.9K 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% +$9.9K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Opal Wealth Advisors's XOM Position: Q3 2026 in Review

Opal Wealth Advisors reduced its ExxonMobil (XOM) stake by 33% in Q3 2026, selling an estimated $543K and leaving 7,092 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #47.

Opal Wealth Advisors first reported a position in XOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q2 2026. 2,538 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Opal Wealth Advisors held 7,092 shares of ExxonMobil worth $1.15M as of Q3 2026.
  • Opal Wealth Advisors sold 3,471 ExxonMobil shares in Q3 2026, an estimated $543K.
  • ExxonMobil made up 0.24% of Opal Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Opal Wealth Advisors first reported a position in ExxonMobil in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's ExxonMobil position peaked at $1.44M in Q2 2026.
  • 2,538 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.