Legacy Capital Group California’s ExxonMobil XOM Stock Holding History

Legacy Capital Group California’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	$257K	Sell	1,877 -622	-25%	-$93.1K	0.08%	277
2026 Q1	$424K	Sell	2,499 -2,623	-51%	-$383K	0.16%	195
2025 Q4	$616K	Sell	5,122 -17	-0.3%	-$1.97K	0.15%	177
2025 Q3	$579K	Buy	5,139 +64	+1%	+$7.12K	0.15%	184
2025 Q2	$547K	Sell	5,075 -58	-1%	-$6.2K	0.15%	168
2025 Q1	$610K	Sell	5,133 -26	-0.5%	-$2.88K	0.21%	134
2024 Q4	$555K	Sell	5,159 -104	-2%	-$12.2K	0.17%	161
2024 Q3	$617K	Sell	5,263 -170	-3%	-$19.6K	0.21%	144
2024 Q2	$625K	Buy	5,433 +81	+2%	+$9.43K	0.23%	133
2024 Q1	$622K	Sell	5,352 -55	-1%	-$5.75K	0.23%	143
2023 Q4	$541K	Sell	5,407 -1,620	-23%	-$170K	0.21%	146
2023 Q3	$826K	Buy	7,027 +510	+8%	+$55.9K	0.35%	81
2023 Q2	$699K	Buy	6,517 +110	+2%	+$12K	0.29%	100
2023 Q1	$703K	Buy	+6,407	New	+$709K	0.34%	88

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

Legacy Capital Group California's XOM Position: Q2 2026 in Review

Legacy Capital Group California reduced its ExxonMobil (XOM) stake by 25% in Q2 2026, selling an estimated $93.1K and leaving 1,877 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #277.

Legacy Capital Group California first reported a position in XOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $826K in Q3 2023. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legacy Capital Group California held 1,877 shares of ExxonMobil worth $257K as of Q2 2026.
Legacy Capital Group California sold 622 ExxonMobil shares in Q2 2026, an estimated $93.1K.
ExxonMobil made up 0.08% of Legacy Capital Group California's portfolio in Q2 2026, its #277 holding.
Legacy Capital Group California first reported a position in ExxonMobil in Q1 2023 and has held it in 14 quarters since.
Legacy Capital Group California's ExxonMobil position peaked at $826K in Q3 2023.
4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.