Legacy CG’s ExxonMobil XOM Stock Holding History

Legacy CG’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	-1,342	Closed	-$228K	–	51
2026 Q1	$228K	Buy	+1,342	New	+$196K	0.06%	45
2025 Q4	–	Sell	-2,447	Closed	-$276K	–	50
2025 Q3	$276K	Hold	2,447	–	–	0.08%	44
2025 Q2	$264K	Hold	2,447	–	–	0.08%	49
2025 Q1	$291K	Hold	2,447	–	–	0.09%	44
2024 Q4	$263K	Hold	2,447	–	–	0.08%	53
2024 Q3	$287K	Hold	2,447	–	–	0.09%	51
2024 Q2	$282K	Hold	2,447	–	–	0.1%	50
2024 Q1	$284K	Hold	2,447	–	–	0.1%	42
2023 Q4	$245K	Sell	2,447 -145	-6%	-$15.2K	0.09%	37
2023 Q3	$305K	Sell	2,592 -1,328	-34%	-$146K	0.14%	37
2023 Q2	$420K	Buy	3,920 +1,473	+60%	+$161K	0.19%	41
2023 Q1	$268K	Hold	2,447	–	–	0.14%	41
2022 Q4	$270K	Hold	2,447	–	–	0.16%	41
2022 Q3	$214K	Hold	2,447	–	–	0.14%	48
2022 Q2	$210K	Sell	2,447 -811	-25%	-$73.2K	0.14%	45
2022 Q1	$269K	Sell	3,258 -220	-6%	-$17.1K	0.17%	45
2021 Q4	$213K	Buy	+3,478	New	+$217K	0.13%	50

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Legacy CG's XOM Position: Q2 2026 in Review

Legacy CG sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,342 shares — an estimated $228K sold.

Legacy CG first reported a position in XOM in Q4 2021 and held it in 17 quarters. The position peaked at $420K in Q2 2023. 2,122 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legacy CG reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
Legacy CG sold 1,342 ExxonMobil shares in Q2 2026, an estimated $228K.
Legacy CG first reported a position in ExxonMobil in Q4 2021 and held it in 17 quarters.
Legacy CG's ExxonMobil position peaked at $420K in Q2 2023.
2,122 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.