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Optimum Investment Advisors’s ExxonMobil XOM Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-1,500
Closed -$4K – 964
2020
Q3 		$4K Buy
+1,500
New +$61.3K ﹤0.01% 788

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.