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

Legacy Financial Group (Oklahoma)’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 		$454K Sell
3,318
-232
-7% -$34.7K 0.11% 56
2026
Q1 		$602K Sell
3,550
-79
-2% -$11.5K 0.16% 49
2025
Q4 		$437K Sell
3,629
-178
-5% -$20.6K 0.11% 56
2025
Q3 		$429K Sell
3,807
-141
-4% -$15.7K 0.12% 57
2025
Q2 		$426K Sell
3,948
-280
-7% -$29.9K 0.13% 52
2025
Q1 		$503K Sell
4,228
-36
-0.8% -$3.98K 0.16% 48
2024
Q4 		$459K Sell
4,264
-86
-2% -$10.1K 0.15% 49
2024
Q3 		$508K Buy
4,350
+1,126
+35% +$130K 0.17% 44
2024
Q2 		$371K Buy
3,224
+53
+2% +$6.17K 0.14% 48
2024
Q1 		$369K Buy
3,171
+330
+12% +$34.5K 0.15% 49
2023
Q4 		$284K Sell
2,841
-1,595
-36% -$168K 0.12% 55
2023
Q3 		$522K Buy
4,436
+175
+4% +$19.2K 0.26% 39
2023
Q2 		$457K Buy
4,261
+175
+4% +$19.1K 0.23% 41
2023
Q1 		$448K Buy
4,086
+215
+6% +$23.8K 0.25% 36
2022
Q4 		$427K Buy
+3,871
New +$415K 0.26% 37

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 $3.37T AUM 44.26% 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 (Oklahoma)'s XOM Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its ExxonMobil (XOM) stake by 6.5% in Q2 2026, selling an estimated $34.7K and leaving 3,318 shares worth $454K. The position accounts for 0.11% of the portfolio, ranked #56.

Legacy Financial Group (Oklahoma) first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $602K in Q1 2026. 4,241 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 3,318 shares of ExxonMobil worth $454K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 232 ExxonMobil shares in Q2 2026, an estimated $34.7K.
  • ExxonMobil made up 0.11% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #56 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s ExxonMobil position peaked at $602K in Q1 2026.
  • 4,241 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.