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Legacy Capital Wealth Management’s ExxonMobil XOM Stock Holding History

Legacy Capital Wealth 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
Q2 		$943K Buy
6,894
+13
+0.2% +$1.95K 0.43% 41
2026
Q1 		$1.17M Buy
6,881
+353
+5% +$51.5K 0.67% 39
2025
Q4 		$786K Buy
+6,528
New +$757K 0.48% 41
2024
Q4 		$826K Buy
+7,680
New +$898K 0.82% 35

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Wealth Management's XOM Position: Q2 2026 in Review

Legacy Capital Wealth Management increased its ExxonMobil (XOM) stake by 0.19% in Q2 2026, buying an estimated $1.95K and bringing the position to 6,894 shares worth $943K. The position accounts for 0.43% of the portfolio, ranked #41.

Legacy Capital Wealth Management first reported a position in XOM in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.17M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Capital Wealth Management held 6,894 shares of ExxonMobil worth $943K as of Q2 2026.
  • Legacy Capital Wealth Management bought 13 ExxonMobil shares in Q2 2026, an estimated $1.95K.
  • ExxonMobil made up 0.43% of Legacy Capital Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Legacy Capital Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 4 quarters since.
  • Legacy Capital Wealth Management's ExxonMobil position peaked at $1.17M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.