Legacy Capital Wealth Partners’s ExxonMobil XOM Stock Holding History

Legacy Capital Wealth Partners’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	$1.8M	Buy	13,134 +824	+7%	+$123K	0.34%	54
2026 Q1	$2.09M	Sell	12,310 -1,852	-13%	-$270K	0.43%	39
2025 Q4	$1.7M	Buy	14,162 +38	+0.3%	+$4.41K	0.37%	47
2025 Q3	$1.59M	Sell	14,124 -135	-0.9%	-$15K	0.35%	50
2025 Q2	$1.54M	Sell	14,259 -193,412	-93%	-$20.7M	0.35%	51
2025 Q1	$2.08M	Buy	207,671 +2,712	+1%	+$300K	0.51%	27
2024 Q4	$1.6M	Sell	204,959 -10,156	-5%	-$1.19M	0.4%	46
2024 Q3	$2.92M	Buy	215,115 +205,369	+2,107%	+$23.7M	0.58%	35
2024 Q2	$1.12M	Buy	9,746 +3,382	+53%	+$394K	0.29%	67
2024 Q1	$738K	Sell	6,364 -278	-4%	-$29.1K	0.53%	50
2023 Q4	$664K	Buy	6,642 +662	+11%	+$69.6K	0.19%	113
2023 Q3	$703K	Buy	+5,980	New	+$656K	0.19%	110
2023 Q2	–	Sell	-2,830	Closed	-$310K	–	250
2023 Q1	$310K	Buy	+2,830	New	+$313K	0.08%	191

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 Wealth Partners's XOM Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its ExxonMobil (XOM) stake by 6.7% in Q2 2026, buying an estimated $123K and bringing the position to 13,134 shares worth $1.8M. The position accounts for 0.34% of the portfolio, ranked #54.

Legacy Capital Wealth Partners first reported a position in XOM in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.92M in Q3 2024. 4,276 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legacy Capital Wealth Partners held 13,134 shares of ExxonMobil worth $1.8M as of Q2 2026.
Legacy Capital Wealth Partners bought 824 ExxonMobil shares in Q2 2026, an estimated $123K.
ExxonMobil made up 0.34% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #54 holding.
Legacy Capital Wealth Partners first reported a position in ExxonMobil in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's ExxonMobil position peaked at $2.92M in Q3 2024.
4,276 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.