Legacy Financial Group (Iowa)
XOM icon

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
Q2 		$823K Buy
6,018
+22
+0.4% +$3.29K 0.09% 75
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Group (Iowa)'s XOM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its ExxonMobil (XOM) stake by 0.37% in Q2 2026, buying an estimated $3.29K and bringing the position to 6,018 shares worth $823K. The position accounts for 0.09% of the portfolio, ranked #75.

Legacy Financial Group (Iowa) first reported a position in XOM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q1 2026. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Financial Group (Iowa) held 6,018 shares of ExxonMobil worth $823K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 22 ExxonMobil shares in Q2 2026, an estimated $3.29K.
  • ExxonMobil made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #75 holding.
  • Legacy Financial Group (Iowa) first reported a position in ExxonMobil in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s ExxonMobil position peaked at $1.02M in Q1 2026.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.