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	$310K	Buy	2,270 +49	+2%	+$7.33K	0.03%	186
2026 Q1	$377K	Sell	2,221 -108	-5%	-$15.8K	0.04%	162
2025 Q4	$280K	Buy	2,329 +516	+28%	+$59.8K	0.03%	189
2025 Q3	$204K	Buy	+1,813	New	+$202K	0.02%	201
2025 Q2	–	Sell	-1,717	Closed	-$204K	–	209
2025 Q1	$204K	Buy	+1,717	New	+$190K	0.03%	179
2024 Q4	–	Sell	-2,079	Closed	-$244K	–	190
2024 Q3	$244K	Buy	+2,079	New	+$240K	0.04%	166

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 $3.38T AUM 44.17% 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 Edge Advisors's XOM Position: Q2 2026 in Review

Legacy Edge Advisors increased its ExxonMobil (XOM) stake by 2.2% in Q2 2026, buying an estimated $7.33K and bringing the position to 2,270 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #186.

Legacy Edge Advisors first reported a position in XOM in Q3 2024 and has held it in 6 quarters since. The position peaked at $377K in Q1 2026. 4,284 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legacy Edge Advisors held 2,270 shares of ExxonMobil worth $310K as of Q2 2026.
Legacy Edge Advisors bought 49 ExxonMobil shares in Q2 2026, an estimated $7.33K.
ExxonMobil made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #186 holding.
Legacy Edge Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 6 quarters since.
Legacy Edge Advisors's ExxonMobil position peaked at $377K in Q1 2026.
4,284 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.