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 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 $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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Optivise Advisory Services's XOM Position: Q2 2026 in Review

Optivise Advisory Services increased its ExxonMobil (XOM) stake by 13% in Q2 2026, buying an estimated $125K and bringing the position to 7,317 shares worth $1M. The position accounts for 0.51% of the portfolio, ranked #54.

Optivise Advisory Services first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 1,556 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Optivise Advisory Services held 7,317 shares of ExxonMobil worth $1M as of Q2 2026.
Optivise Advisory Services bought 838 ExxonMobil shares in Q2 2026, an estimated $125K.
ExxonMobil made up 0.51% of Optivise Advisory Services's portfolio in Q2 2026, its #54 holding.
Optivise Advisory Services first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's ExxonMobil position peaked at $1.1M in Q1 2026.
1,556 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.