Atlas Legacy Advisors’s ExxonMobil XOM Stock Holding History

Atlas Legacy 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
2026 Q2	$1.08M	Buy	8,005 +1,940	+32%	+$290K	0.16%	92
2026 Q1	$1.03M	Sell	6,065 -1,916	-24%	-$280K	0.19%	85
2025 Q4	$983K	Buy	7,981 +584	+8%	+$67.7K	0.17%	87
2025 Q3	$834K	Buy	7,397 +2,581	+54%	+$287K	0.16%	94
2025 Q2	$519K	Buy	4,816 +545	+13%	+$58.3K	0.11%	112
2025 Q1	$508K	Buy	4,271 +295	+7%	+$32.6K	0.13%	105
2024 Q4	$428K	Buy	+3,976	New	+$465K	0.1%	120

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atlas Legacy Advisors's XOM Position: Q2 2026 in Review

Atlas Legacy Advisors increased its ExxonMobil (XOM) stake by 32% in Q2 2026, buying an estimated $290K and bringing the position to 8,005 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #92.

Atlas Legacy Advisors first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Atlas Legacy Advisors held 8,005 shares of ExxonMobil worth $1.08M as of Q2 2026.
Atlas Legacy Advisors bought 1,940 ExxonMobil shares in Q2 2026, an estimated $290K.
ExxonMobil made up 0.16% of Atlas Legacy Advisors's portfolio in Q2 2026, its #92 holding.
Atlas Legacy Advisors first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.