Optima Capital’s ExxonMobil XOM Stock Holding History

Optima Capital’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	$2.28M	Buy	16,659 +36	+0.2%	+$5.39K	0.9%	34
2026 Q1	$2.82M	Buy	16,623 +87	+0.5%	+$12.7K	1.31%	22
2025 Q4	$1.99M	Sell	16,536 -234	-1%	-$27.1K	0.86%	38
2025 Q3	$1.89M	Sell	16,770 -432	-3%	-$48K	0.92%	35
2025 Q2	$1.85M	Buy	17,202 +326	+2%	+$34.8K	1%	32
2025 Q1	$2.01M	Sell	16,876 -291	-2%	-$32.2K	1.28%	22
2024 Q4	$1.85M	Buy	+17,167	New	+$2.01M	1.27%	23

Other funds holding XOM

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

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Optima Capital's XOM Position: Q2 2026 in Review

Optima Capital increased its ExxonMobil (XOM) stake by 0.22% in Q2 2026, buying an estimated $5.39K and bringing the position to 16,659 shares worth $2.28M. The position accounts for 0.9% of the portfolio, ranked #34.

Optima Capital first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q1 2026. 1,470 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Optima Capital held 16,659 shares of ExxonMobil worth $2.28M as of Q2 2026.
Optima Capital bought 36 ExxonMobil shares in Q2 2026, an estimated $5.39K.
ExxonMobil made up 0.9% of Optima Capital's portfolio in Q2 2026, its #34 holding.
Optima Capital first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
Optima Capital's ExxonMobil position peaked at $2.82M in Q1 2026.
1,470 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.