Optimum Investment Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $890K | Sell |
7,894
-520
| -6% | -$57.8K | 0.35% | 58 |
|
|
2025
Q2 | $907K | Sell |
8,414
-375
| -4% | -$40.1K | 0.39% | 57 |
|
|
2025
Q1 | $1.05M | Buy |
8,789
+15
| +0.2% | +$1.66K | 0.49% | 41 |
|
|
2024
Q4 | $944K | Sell |
8,774
-200
| -2% | -$23.4K | 0.42% | 51 |
|
|
2024
Q3 | $1.05M | Sell |
8,974
-300
| -3% | -$34.6K | 0.45% | 45 |
|
|
2024
Q2 | $1.07M | Buy |
9,274
+670
| +8% | +$78K | 0.48% | 39 |
|
|
2024
Q1 | $1M | Hold |
8,604
| – | – | 0.46% | 50 |
|
|
2023
Q4 | $860K | Sell |
8,604
-4,752
| -36% | -$499K | 0.43% | 57 |
|
|
2023
Q3 | $1.57M | Sell |
13,356
-136
| -1% | -$14.9K | 0.8% | 22 |
|
|
2023
Q2 | $1.45M | Buy |
13,492
+1,200
| +10% | +$131K | 0.71% | 23 |
|
|
2023
Q1 | $1.35M | Buy |
12,292
+750
| +6% | +$83K | 0.71% | 25 |
|
|
2022
Q4 | $1.27M | Buy |
11,542
+350
| +3% | +$37.5K | 0.69% | 26 |
|
|
2022
Q3 | $977K | Buy |
11,192
+372
| +3% | +$34K | 0.53% | 45 |
|
|
2022
Q2 | $927K | Sell |
10,820
-300
| -3% | -$27.1K | 0.46% | 51 |
|
|
2022
Q1 | $918K | Sell |
11,120
-283
| -2% | -$22K | 0.39% | 57 |
|
|
2021
Q4 | $698K | Buy |
11,403
+406
| +4% | +$25.4K | 0.27% | 82 |
|
|
2021
Q3 | $647K | Buy |
10,997
+736
| +7% | +$41.9K | 0.27% | 87 |
|
|
2021
Q2 | $647K | Buy |
10,261
+2,241
| +28% | +$134K | 0.2% | 108 |
|
|
2021
Q1 | $448K | Hold |
8,020
| – | – | 0.13% | 163 |
|
|
2020
Q4 | $331K | Sell |
8,020
-2,620
| -25% | -$98.2K | 0.1% | 183 |
|
|
2020
Q3 | $365K | Sell |
10,640
-1,681
| -14% | -$68.7K | 0.12% | 152 |
|
|
2020
Q2 | $551K | Sell |
12,321
-2,056
| -14% | -$92.2K | 0.19% | 123 |
|
|
2020
Q1 | $546K | Sell |
14,377
-2,030
| -12% | -$112K | 0.22% | 108 |
|
|
2019
Q4 | $1.15M | Sell |
16,407
-588
| -3% | -$40.7K | 0.34% | 73 |
|
|
2019
Q3 | $1.2M | Sell |
16,995
-763
| -4% | -$55.2K | 0.38% | 66 |
|
|
2019
Q2 | $1.36M | Buy |
17,758
+282
| +2% | +$21.8K | 0.44% | 57 |
|
|
2019
Q1 | $1.41M | Sell |
17,476
-266
| -1% | -$20.3K | 0.46% | 47 |
|
|
2018
Q4 | $1.21M | Buy |
17,742
+88
| +0.5% | +$6.9K | 0.42% | 58 |
|
|
2018
Q3 | $1.5M | Buy |
17,654
+43
| +0.2% | +$3.52K | 0.41% | 55 |
|
|
2018
Q2 | $1.46M | Sell |
17,611
-76
| -0.4% | -$6.05K | 0.42% | 58 |
|
|
2018
Q1 | $1.32M | Sell |
17,687
-79
| -0.4% | -$6.32K | 0.39% | 66 |
|
|
2017
Q4 | $1.49M | Sell |
17,766
-363
| -2% | -$30K | 0.47% | 54 |
|
|
2017
Q3 | $1.49M | Buy |
18,129
+68
| +0.4% | +$5.4K | 0.5% | 50 |
|
|
2017
Q2 | $1.46M | Sell |
18,061
-197
| -1% | -$16.1K | 0.5% | 53 |
|
|
2017
Q1 | $1.5M | Sell |
18,258
-85
| -0.5% | -$7.1K | 0.53% | 50 |
|
|
2016
Q4 | $1.66M | Sell |
18,343
-969
| -5% | -$84.7K | 0.62% | 40 |
|
|
2016
Q3 | $1.69M | Sell |
19,312
-383
| -2% | -$34K | 0.63% | 38 |
|
|
2016
Q2 | $1.85M | Buy |
19,695
+459
| +2% | +$40.6K | 0.72% | 33 |
|
|
2016
Q1 | $1.61M | Buy |
19,236
+1,124
| +6% | +$90K | 0.63% | 40 |
|
|
2015
Q4 | $1.41M | Buy |
18,112
+235
| +1% | +$18.8K | 0.55% | 48 |
|
|
2015
Q3 | $1.33M | Buy |
+17,877
| New | +$1.38M | 0.54% | 46 |
|
|
2015
Q1 | $1.69M | Sell |
19,891
-10,858
| -35% | -$963K | 0.54% | 37 |
|
|
2014
Q4 | $1.87M | Buy |
30,749
+10,490
| +52% | +$978K | 0.6% | 32 |
|
|
2014
Q3 | $1.92M | Buy |
20,259
+615
| +3% | +$61.3K | 0.64% | 34 |
|
|
2014
Q2 | $1.98M | Buy |
19,644
+8,725
| +80% | +$880K | 0.64% | 33 |
|
|
2014
Q1 | $1.07M | Sell |
10,919
-1,807
| -14% | -$172K | 0.4% | 69 |
|
|
2013
Q4 | $1.29M | Buy |
12,726
+1,755
| +16% | +$162K | 0.48% | 55 |
|
|
2013
Q3 | $944K | Buy |
+10,971
| New | +$989K | 0.39% | 72 |
|
Other funds holding XOM
Optimum Investment Advisors's XOM Position: Q3 2025 in Review
Optimum Investment Advisors reduced its ExxonMobil (XOM) stake by 6.2% in Q3 2025, selling an estimated $57.8K and leaving 7,894 shares worth $890K. The position accounts for 0.35% of the portfolio, ranked #58.
Optimum Investment Advisors first reported a position in XOM in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.98M in Q2 2014. 4,215 funds tracked by Wall St. Rank hold XOM as of Q3 2025.
- Optimum Investment Advisors held 7,894 shares of ExxonMobil worth $890K as of Q3 2025.
- Optimum Investment Advisors sold 520 ExxonMobil shares in Q3 2025, an estimated $57.8K.
- ExxonMobil made up 0.35% of Optimum Investment Advisors's portfolio in Q3 2025, its #58 holding.
- Optimum Investment Advisors first reported a position in ExxonMobil in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's ExxonMobil position peaked at $1.98M in Q2 2014.
- 4,215 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.