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Legacy Advisors’s ExxonMobil XOM Stock Holding History

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 		– Sell
-18,389
Closed -$3.12M – 347
2026
Q1 		$3.12M Sell
18,389
-176
-0.9% -$25.7K 0.37% 46
2025
Q4 		$2.23M Buy
18,565
+1,049
+6% +$122K 0.24% 52
2025
Q3 		$1.97M Buy
+17,516
New +$1.95M 0.24% 56
2025
Q2 		– Sell
-40,106
Closed -$4.77M – 424
2025
Q1 		$4.77M Buy
40,106
+7,304
+22% +$808K 0.49% 35
2024
Q4 		$3.53M Sell
32,802
-2,883
-8% -$337K 0.34% 54
2024
Q3 		$4.18M Buy
35,685
+5,986
+20% +$691K 0.45% 41
2024
Q2 		$3.42M Sell
29,699
-1,362
-4% -$159K 0.42% 40
2024
Q1 		$3.61M Buy
31,061
+190
+0.6% +$19.9K 0.46% 40
2023
Q4 		$3.09M Buy
30,871
+11,902
+63% +$1.25M 0.4% 50
2023
Q3 		$2.23M Buy
18,969
+6,245
+49% +$685K 0.36% 72
2023
Q2 		$1.36M Buy
12,724
+6,554
+106% +$715K 0.2% 91
2023
Q1 		$677K Buy
6,170
+571
+10% +$63.2K 0.12% 125
2022
Q4 		$618K Buy
5,599
+626
+13% +$67.1K 0.11% 128
2022
Q3 		$434K Sell
4,973
-343
-6% -$31.3K 0.1% 138
2022
Q2 		$455K Sell
5,316
-897
-14% -$80.9K 0.1% 127
2022
Q1 		$513K Buy
6,213
+865
+16% +$67.2K 0.1% 121
2021
Q4 		$327K Sell
5,348
-827
-13% -$51.7K 0.12% 90
2021
Q3 		$363K Buy
6,175
+602
+11% +$34.3K 0.15% 86
2021
Q2 		$352K Sell
5,573
-5,520
-50% -$330K 0.14% 86
2021
Q1 		$619K Buy
11,093
+600
+6% +$31.5K 0.27% 55
2020
Q4 		$433K Sell
10,493
-2,996
-22% -$112K 0.25% 66
2020
Q3 		$463K Sell
13,489
-273
-2% -$11.2K 0.31% 56
2020
Q2 		$615K Buy
13,762
+593
+5% +$26.6K 0.49% 48
2020
Q1 		$500K Sell
13,169
-27
-0.2% -$1.49K 0.5% 53
2019
Q4 		$921K Sell
13,196
-982
-7% -$67.9K 0.58% 40
2019
Q3 		$1M Buy
14,178
+632
+5% +$45.7K 0.75% 35
2019
Q2 		$1.04M Sell
13,546
-12,846
-49% -$994K 0.7% 33
2019
Q1 		$2.13M Buy
26,392
+8,183
+45% +$624K 0.69% 36
2018
Q4 		$1.24M Buy
18,209
+490
+3% +$38.4K 0.94% 32
2018
Q3 		$1.51M Sell
17,719
-45
-0.3% -$3.68K 0.74% 43
2018
Q2 		$1.47M Buy
17,764
+283
+2% +$22.5K 1.1% 25
2018
Q1 		$1.36M Buy
17,481
+6,519
+59% +$521K 1% 29
2017
Q4 		$916K Sell
10,962
-44
-0.4% -$3.64K 0.89% 26
2017
Q3 		$902K Buy
11,006
+1,365
+14% +$108K 1% 22
2017
Q2 		$778K Sell
9,641
-62
-0.6% -$5.07K 0.99% 22
2017
Q1 		$795K Hold
9,703
– – 1.07% 17
2016
Q4 		$875K Buy
+9,703
New +$848K 1.2% 15

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
RG
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Legacy Advisors's XOM Position: Q2 2026 in Review

Legacy Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 18,389 shares — an estimated $3.12M sold.

Legacy Advisors first reported a position in XOM in Q4 2016 and held it in 37 quarters. The position peaked at $4.77M in Q1 2025. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Legacy Advisors sold 18,389 ExxonMobil shares in Q2 2026, an estimated $3.12M.
  • Legacy Advisors first reported a position in ExxonMobil in Q4 2016 and held it in 37 quarters.
  • Legacy Advisors's ExxonMobil position peaked at $4.77M in Q1 2025.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.