Optas LLC’s ExxonMobil XOM Stock Holding History

Optas LLC’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	$1.37M	Buy	10,016 +203	+2%	+$30.4K	0.19%	63
2026 Q1	$1.66M	Buy	9,813 +1,129	+13%	+$165K	0.25%	50
2025 Q4	$1.05M	Sell	8,684 -3,034	-26%	-$352K	0.16%	71
2025 Q3	$1.32M	Buy	11,718 +8,575	+273%	+$953K	0.22%	54
2025 Q2	$339K	Sell	3,143 -1,192	-27%	-$127K	0.06%	198
2025 Q1	$516K	Buy	4,335 +1,316	+44%	+$146K	0.09%	119
2024 Q4	$325K	Sell	3,019 -397	-12%	-$46.4K	0.07%	169
2024 Q3	$400K	Buy	3,416 +1,084	+46%	+$125K	0.09%	134
2024 Q2	$268K	Buy	+2,332	New	+$272K	0.07%	156

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Optas LLC's XOM Position: Q2 2026 in Review

Optas LLC increased its ExxonMobil (XOM) stake by 2.1% in Q2 2026, buying an estimated $30.4K and bringing the position to 10,016 shares worth $1.37M. The position accounts for 0.19% of the portfolio, ranked #63.

Optas LLC first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Optas LLC held 10,016 shares of ExxonMobil worth $1.37M as of Q2 2026.
Optas LLC bought 203 ExxonMobil shares in Q2 2026, an estimated $30.4K.
ExxonMobil made up 0.19% of Optas LLC's portfolio in Q2 2026, its #63 holding.
Optas LLC first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Optas LLC's ExxonMobil position peaked at $1.66M in Q1 2026.
2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.