Legacy Financial Group (Iowa)’s ExxonMobil XOM Stock Holding History

Legacy Financial Group (Iowa)’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	$1.02M	Buy	5,996 +120	+2%	+$17.5K	0.13%	61
2025 Q4	$867K	Buy	5,876 +385	+7%	+$44.7K	0.11%	65
2025 Q3	$619K	Buy	5,491 +863	+19%	+$95.9K	0.08%	76
2025 Q2	$499K	Buy	4,628 +502	+12%	+$53.7K	0.07%	77
2025 Q1	$491K	Buy	4,126 +369	+10%	+$40.8K	0.08%	76
2024 Q4	$404K	Buy	+3,757	New	+$439K	0.07%	80
2024 Q3	–	Sell	-2,642	Closed	-$304K	–	108
2024 Q2	$304K	Buy	2,642 +54	+2%	+$6.29K	0.06%	85
2024 Q1	$301K	Buy	+2,588	New	+$271K	0.06%	81
2023 Q4	–	Sell	-2,354	Closed	-$277K	–	529
2023 Q3	$277K	Buy	+2,354	New	+$258K	0.07%	78

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 Financial Group (Iowa)'s XOM Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its ExxonMobil (XOM) stake by 2% in Q1 2026, buying an estimated $17.5K and bringing the position to 5,996 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #61.

Legacy Financial Group (Iowa) first reported a position in XOM in Q3 2023 and has held it in 9 quarters since. 4,769 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Legacy Financial Group (Iowa) held 5,996 shares of ExxonMobil worth $1.02M as of Q1 2026.
Legacy Financial Group (Iowa) bought 120 ExxonMobil shares in Q1 2026, an estimated $17.5K.
ExxonMobil made up 0.13% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #61 holding.
Legacy Financial Group (Iowa) first reported a position in ExxonMobil in Q3 2023 and has held it in 9 quarters since.
4,769 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.