Legacy Financial Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.37M | Buy |
24,679
+874
| +4% | +$131K | 0.41% | 45 |
|
|
2026
Q1 | $4.04M | Buy |
23,805
+584
| +3% | +$85.2K | 0.56% | 28 |
|
|
2025
Q4 | $2.79M | Buy |
23,221
+811
| +4% | +$94.1K | 0.39% | 43 |
|
|
2025
Q3 | $2.53M | Sell |
22,410
-876
| -4% | -$97.4K | 0.35% | 43 |
|
|
2025
Q2 | $2.51M | Sell |
23,286
-5,827
| -20% | -$623K | 0.39% | 37 |
|
|
2025
Q1 | $3.46M | Buy |
29,113
+1,419
| +5% | +$157K | 0.58% | 27 |
|
|
2024
Q4 | $2.98M | Sell |
27,694
-2,424
| -8% | -$284K | 0.49% | 36 |
|
|
2024
Q3 | $3.53M | Buy |
30,118
+1,506
| +5% | +$174K | 0.59% | 29 |
|
|
2024
Q2 | $3.29M | Buy |
28,612
+2,328
| +9% | +$271K | 0.59% | 28 |
|
|
2024
Q1 | $3.06M | Buy |
26,284
+1,027
| +4% | +$107K | 0.55% | 31 |
|
|
2023
Q4 | $2.53M | Sell |
25,257
-763
| -3% | -$80.2K | 0.49% | 33 |
|
|
2023
Q3 | $3.06M | Buy |
26,020
+1,217
| +5% | +$133K | 0.61% | 22 |
|
|
2023
Q2 | $2.66M | Buy |
24,803
+762
| +3% | +$83.1K | 0.5% | 24 |
|
|
2023
Q1 | $2.64M | Sell |
24,041
-3,354
| -12% | -$371K | 0.54% | 19 |
|
|
2022
Q4 | $3.02M | Buy |
27,395
+3,589
| +15% | +$385K | 0.65% | 18 |
|
|
2022
Q3 | $2.08M | Buy |
23,806
+1,582
| +7% | +$144K | 0.5% | 26 |
|
|
2022
Q2 | $1.9M | Buy |
22,224
+2,383
| +12% | +$215K | 0.47% | 21 |
|
|
2022
Q1 | $1.64M | Sell |
19,841
-392
| -2% | -$30.5K | 0.37% | 27 |
|
|
2021
Q4 | $1.24M | Buy |
20,233
+1,287
| +7% | +$80.4K | 0.28% | 36 |
|
|
2021
Q3 | $1.11M | Sell |
18,946
-21
| -0.1% | -$1.2K | 0.27% | 34 |
|
|
2021
Q2 | $1.2M | Buy |
18,967
+1,392
| +8% | +$83.1K | 0.3% | 29 |
|
|
2021
Q1 | $981K | Buy |
17,575
+1,906
| +12% | +$99.9K | 0.27% | 35 |
|
|
2020
Q4 | $646K | Buy |
15,669
+2,121
| +16% | +$79.5K | 0.18% | 49 |
|
|
2020
Q3 | $465K | Buy |
13,548
+768
| +6% | +$31.4K | 0.14% | 60 |
|
|
2020
Q2 | $572K | Buy |
12,780
+1,611
| +14% | +$72.3K | 0.21% | 32 |
|
|
2020
Q1 | $519K | Buy |
11,169
+711
| +7% | +$39.3K | 0.19% | 40 |
|
|
2019
Q4 | $730K | Sell |
10,458
-277
| -3% | -$19.2K | 0.23% | 44 |
|
|
2019
Q3 | $758K | Sell |
10,735
-683
| -6% | -$49.4K | 0.25% | 43 |
|
|
2019
Q2 | $875K | Sell |
11,418
-501
| -4% | -$38.8K | 0.31% | 34 |
|
|
2019
Q1 | $963K | Buy |
11,919
+644
| +6% | +$49.1K | 0.33% | 27 |
|
|
2018
Q4 | $769K | Sell |
11,275
-162
| -1% | -$12.7K | 0.3% | 38 |
|
|
2018
Q3 | $972K | Sell |
11,437
-2,152
| -16% | -$176K | 0.35% | 29 |
|
|
2018
Q2 | $1.13M | Sell |
13,589
-391
| -3% | -$31.2K | 0.43% | 22 |
|
|
2018
Q1 | $1.08M | Sell |
13,980
-623
| -4% | -$49.8K | 0.43% | 20 |
|
|
2017
Q4 | $1.22M | Buy |
+14,603
| New | +$1.21M | 0.5% | 18 |
|
Other funds holding XOM
Legacy Financial Advisors's XOM Position: Q2 2026 in Review
Legacy Financial Advisors increased its ExxonMobil (XOM) stake by 3.7% in Q2 2026, buying an estimated $131K and bringing the position to 24,679 shares worth $3.37M. The position accounts for 0.41% of the portfolio, ranked #45.
Legacy Financial Advisors first reported a position in XOM in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.04M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Legacy Financial Advisors held 24,679 shares of ExxonMobil worth $3.37M as of Q2 2026.
- Legacy Financial Advisors bought 874 ExxonMobil shares in Q2 2026, an estimated $131K.
- ExxonMobil made up 0.41% of Legacy Financial Advisors's portfolio in Q2 2026, its #45 holding.
- Legacy Financial Advisors first reported a position in ExxonMobil in Q4 2017 and has held it in 35 quarters since.
- Legacy Financial Advisors's ExxonMobil position peaked at $4.04M in Q1 2026.
- 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.