Opus Investment Management’s ExxonMobil XOM Stock Holding History

Opus Investment Management’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	$3.05M	Sell	18,000 -6,000	-25%	-$876K	1.82%	18
2025 Q4	$2.89M	Hold	24,000	–	–	1.76%	17
2025 Q3	$2.71M	Hold	24,000	–	–	1.68%	17
2025 Q2	$2.59M	Hold	24,000	–	–	1.72%	18
2025 Q1	$2.85M	Hold	24,000	–	–	2.03%	18
2024 Q4	$2.58M	Hold	24,000	–	–	1.91%	20
2024 Q3	$2.81M	Hold	24,000	–	–	1.98%	19
2024 Q2	$2.76M	Hold	24,000	–	–	1.78%	21
2024 Q1	$2.79M	Hold	24,000	–	–	1.82%	21
2023 Q4	$2.4M	Hold	24,000	–	–	1.38%	23
2023 Q3	$2.82M	Hold	24,000	–	–	1.74%	21
2023 Q2	$2.57M	Hold	24,000	–	–	0.92%	41
2023 Q1	$2.63M	Hold	24,000	–	–	0.95%	41
2022 Q4	$2.65M	Sell	24,000 -6,000	-20%	-$643K	0.94%	45
2022 Q3	$2.62M	Hold	30,000	–	–	0.61%	58
2022 Q2	$2.57M	Hold	30,000	–	–	0.56%	65
2022 Q1	$2.48M	Buy	+30,000	New	+$2.33M	0.38%	79
2020 Q2	–	Sell	-40,200	Closed	-$1.53M	–	93
2020 Q1	$1.53M	Sell	40,200 -300	-0.7%	-$16.6K	0.32%	76
2019 Q4	$2.83M	Hold	40,500	–	–	0.46%	68
2019 Q3	$2.86M	Buy	40,500 +300	+0.7%	+$21.7K	0.5%	67
2019 Q2	$3.08M	Hold	40,200	–	–	0.58%	56
2019 Q1	$3.25M	Buy	40,200 +4,200	+12%	+$320K	0.64%	49
2018 Q4	$2.46M	Hold	36,000	–	–	0.53%	60
2018 Q3	$3.06M	Hold	36,000	–	–	0.53%	57
2018 Q2	$2.98M	Buy	36,000 +4,000	+13%	+$319K	0.54%	55
2018 Q1	$2.39M	Buy	32,000 +4,000	+14%	+$320K	0.44%	60
2017 Q4	$2.34M	Hold	28,000	–	–	0.42%	59
2017 Q3	$2.29M	Buy	28,000 +20,000	+250%	+$1.59M	0.42%	62
2017 Q2	$646K	Buy	+8,000	New	+$655K	0.11%	84

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 Investment Management's XOM Position: Q1 2026 in Review

Opus Investment Management reduced its ExxonMobil (XOM) stake by 25% in Q1 2026, selling an estimated $876K and leaving 18,000 shares worth $3.05M. The position accounts for 1.82% of the portfolio, ranked #18.

Opus Investment Management first reported a position in XOM in Q2 2017 and has held it in 29 quarters since. The position peaked at $3.25M in Q1 2019. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Opus Investment Management held 18,000 shares of ExxonMobil worth $3.05M as of Q1 2026.
Opus Investment Management sold 6,000 ExxonMobil shares in Q1 2026, an estimated $876K.
ExxonMobil made up 1.82% of Opus Investment Management's portfolio in Q1 2026, its #18 holding.
Opus Investment Management first reported a position in ExxonMobil in Q2 2017 and has held it in 29 quarters since.
Opus Investment Management's ExxonMobil position peaked at $3.25M in Q1 2019.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.