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Family Legacy Financial Solutions’s ExxonMobil XOM Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-133
Closed -$15K – 248
2025
Q3 		$15K Buy
133
+2
+2% +$222 0.01% 145
2025
Q2 		$14.2K Buy
+131
New +$14K 0.01% 133

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Family Legacy Financial Solutions's XOM Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of ExxonMobil (XOM) in Q4 2025, closing a stake of 133 shares — an estimated $15K sold.

Family Legacy Financial Solutions first reported a position in XOM in Q2 2025 and held it in 2 quarters. The position peaked at $15K in Q3 2025. 4,557 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining ExxonMobil position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 133 ExxonMobil shares in Q4 2025, an estimated $15K.
  • Family Legacy Financial Solutions first reported a position in ExxonMobil in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's ExxonMobil position peaked at $15K in Q3 2025.
  • 4,557 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.