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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Capital Wealth Partners's XOM Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its ExxonMobil (XOM) stake by 13% in Q1 2026, selling an estimated $270K and leaving 12,310 shares worth $2.09M. The position accounts for 0.43% of the portfolio, ranked #39.

Legacy Capital Wealth Partners first reported a position in XOM in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q3 2024. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Legacy Capital Wealth Partners held 12,310 shares of ExxonMobil worth $2.09M as of Q1 2026.
Legacy Capital Wealth Partners sold 1,852 ExxonMobil shares in Q1 2026, an estimated $270K.
ExxonMobil made up 0.43% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #39 holding.
Legacy Capital Wealth Partners first reported a position in ExxonMobil in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's ExxonMobil position peaked at $2.92M in Q3 2024.
4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.