Optivise Advisory Services’s ExxonMobil XOM Stock Holding History

Optivise Advisory Services’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	$1.09M	Sell	6,675 -642	-9%	-$100K	0.53%	49
2026 Q2	$1M	Buy	7,317 +838	+13%	+$125K	0.51%	54
2026 Q1	$1.1M	Sell	6,479 -742	-10%	-$108K	0.67%	39
2025 Q4	$869K	Buy	7,221 +1,374	+23%	+$159K	0.5%	57
2025 Q3	$659K	Buy	5,847 +955	+20%	+$106K	0.39%	66
2025 Q2	$527K	Buy	4,892 +246	+5%	+$26.3K	0.27%	91
2025 Q1	$553K	Buy	4,646 +449	+11%	+$49.7K	0.31%	77
2024 Q4	$451K	Sell	4,197 -369	-8%	-$43.2K	0.24%	96
2024 Q3	$535K	Sell	4,566 -507	-10%	-$58.5K	0.28%	75
2024 Q2	$584K	Buy	+5,073	New	+$591K	0.32%	74

Other funds holding XOM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Optivise Advisory Services's XOM Position: Q3 2026 in Review

Optivise Advisory Services reduced its ExxonMobil (XOM) stake by 8.8% in Q3 2026, selling an estimated $100K and leaving 6,675 shares worth $1.09M. The position accounts for 0.53% of the portfolio, ranked #49.

Optivise Advisory Services first reported a position in XOM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2026. 1,635 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Optivise Advisory Services held 6,675 shares of ExxonMobil worth $1.09M as of Q3 2026.
Optivise Advisory Services sold 642 ExxonMobil shares in Q3 2026, an estimated $100K.
ExxonMobil made up 0.53% of Optivise Advisory Services's portfolio in Q3 2026, its #49 holding.
Optivise Advisory Services first reported a position in ExxonMobil in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's ExxonMobil position peaked at $1.1M in Q1 2026.
1,635 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.