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Legacy Edge Advisors’s ExxonMobil XOM Stock Holding History

Legacy Edge Advisors’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
-2,221
Closed -$377K – 238
2026
Q1 		$377K Sell
2,221
-108
-5% -$15.8K 0.04% 162
2025
Q4 		$280K Buy
+2,329
New +$270K 0.03% 189

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Edge Advisors's XOM Position: Q2 2026 in Review

Legacy Edge Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 2,221 shares — an estimated $377K sold.

Legacy Edge Advisors first reported a position in XOM in Q4 2025 and held it in 2 quarters. The position peaked at $377K in Q1 2026. 3,042 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Edge Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 2,221 ExxonMobil shares in Q2 2026, an estimated $377K.
  • Legacy Edge Advisors first reported a position in ExxonMobil in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's ExxonMobil position peaked at $377K in Q1 2026.
  • 3,042 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.