Opus Capital Group’s ExxonMobil XOM Stock Holding History

Opus Capital Group’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 Q1	$1.13M	Sell	6,683 -38	-0.6%	-$5.54K	0.12%	55
2025 Q4	$809K	Sell	6,721 -380	-5%	-$44.1K	0.09%	62
2025 Q3	$801K	Sell	7,101 -514	-7%	-$57.1K	0.09%	61
2025 Q2	$821K	Buy	7,615 +253	+3%	+$27K	0.1%	59
2025 Q1	$876K	Buy	7,362 +36	+0.5%	+$3.98K	0.11%	54
2024 Q4	$788K	Sell	7,326 -696	-9%	-$81.4K	0.1%	54
2024 Q3	$940K	Buy	8,022 +378	+5%	+$43.6K	0.12%	52
2024 Q2	$880K	Buy	7,644 +229	+3%	+$26.7K	0.13%	57
2024 Q1	$862K	Sell	7,415 -938	-11%	-$98.1K	0.13%	56
2023 Q4	$835K	Sell	8,353 -58	-0.7%	-$6.1K	0.14%	53
2023 Q3	$989K	Sell	8,411 -181	-2%	-$19.9K	0.18%	41
2023 Q2	$921K	Sell	8,592 -149	-2%	-$16.3K	0.16%	47
2023 Q1	$959K	Buy	8,741 +1,582	+22%	+$175K	0.18%	42
2022 Q4	$790K	Buy	7,159 +1,221	+21%	+$131K	0.15%	52
2022 Q3	$518K	Sell	5,938 -57	-1%	-$5.2K	0.11%	59
2022 Q2	$513K	Sell	5,995 -32	-0.5%	-$2.89K	0.1%	61
2022 Q1	$498K	Sell	6,027 -285	-5%	-$22.2K	0.1%	77
2021 Q4	$386K	Hold	6,312	–	–	0.08%	78
2021 Q3	$371K	Hold	6,312	–	–	0.08%	77
2021 Q2	$398K	Buy	6,312 +185	+3%	+$11K	0.09%	79
2021 Q1	$342K	Sell	6,127 -25	-0.4%	-$1.31K	0.08%	81
2020 Q4	$254K	Sell	6,152 -200	-3%	-$7.5K	0.06%	99
2020 Q3	$218K	Sell	6,352 -14	-0.2%	-$572	0.06%	103
2020 Q2	$285K	Hold	6,366	–	–	0.09%	84
2020 Q1	$242K	Sell	6,366 -5,132	-45%	-$283K	0.09%	79
2019 Q4	$802K	Sell	11,498 -18	-0.2%	-$1.25K	0.24%	57
2019 Q3	$813K	Buy	11,516 +29	+0.3%	+$2.1K	0.25%	53
2019 Q2	$880K	Buy	11,487 +705	+7%	+$54.6K	0.26%	47
2019 Q1	$871K	Sell	10,782 -175	-2%	-$13.3K	0.23%	92
2018 Q4	$747K	Sell	10,957 -50	-0.5%	-$3.92K	0.16%	114
2018 Q3	$935K	Sell	11,007 -425	-4%	-$34.7K	0.21%	109
2018 Q2	$945K	Hold	11,432	–	–	0.23%	107
2018 Q1	$853K	Sell	11,432 -3,225	-22%	-$258K	0.21%	111
2017 Q4	$1.23M	Hold	14,657	–	–	0.27%	102
2017 Q3	$1.2M	Buy	14,657 +3,081	+27%	+$245K	0.27%	95
2017 Q2	$934K	Sell	11,576 -11,320	-49%	-$926K	0.18%	98
2017 Q1	$1.88M	Buy	22,896 +9,725	+74%	+$812K	0.25%	86
2016 Q4	$1.19M	Sell	13,171 -100	-0.8%	-$8.74K	0.18%	85
2016 Q3	$1.16M	Sell	13,271 -100	-0.7%	-$8.87K	0.24%	87
2016 Q2	$1.25M	Sell	13,371 -150	-1%	-$13.3K	0.28%	82
2016 Q1	$1.13M	Hold	13,521	–	–	0.25%	95
2015 Q4	$1.05M	Sell	13,521 -391	-3%	-$31.3K	0.18%	118
2015 Q3	$1.03M	Sell	13,912 -100	-0.7%	-$7.71K	0.17%	117
2015 Q2	$1.17M	Sell	14,012 -4,585	-25%	-$394K	0.18%	115
2015 Q1	$1.58M	Buy	18,597 +245	+1%	+$21.7K	0.25%	104
2014 Q4	$1.7M	Sell	18,352 -650	-3%	-$60.6K	0.25%	103
2014 Q3	$1.79M	Hold	19,002	–	–	0.25%	101
2014 Q2	$1.91M	Buy	19,002 +63	+0.3%	+$6.36K	0.13%	95
2014 Q1	$1.85M	Buy	18,939 +200	+1%	+$19.1K	0.13%	88
2013 Q4	$1.9M	Buy	+18,739	New	+$1.73M	0.1%	90
2013 Q3	–	Sell	-15,597	Closed	-$1.41M	–	142
2013 Q2	$1.41M	Buy	+15,597	New	+$1.4M	0.09%	87

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Opus Capital Group's XOM Position: Q1 2026 in Review

Opus Capital Group reduced its ExxonMobil (XOM) stake by 0.57% in Q1 2026, selling an estimated $5.54K and leaving 6,683 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #55.

Opus Capital Group first reported a position in XOM in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.91M in Q2 2014. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Opus Capital Group held 6,683 shares of ExxonMobil worth $1.13M as of Q1 2026.
Opus Capital Group sold 38 ExxonMobil shares in Q1 2026, an estimated $5.54K.
ExxonMobil made up 0.12% of Opus Capital Group's portfolio in Q1 2026, its #55 holding.
Opus Capital Group first reported a position in ExxonMobil in Q2 2013 and has held it in 51 quarters since.
Opus Capital Group's ExxonMobil position peaked at $1.91M in Q2 2014.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.