Legacy Financial Strategies’s ExxonMobil XOM Stock Holding History

Legacy Financial Strategies’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	$289K	Buy	2,114 +6	+0.3%	+$898	0.04%	123
2026 Q1	$358K	Buy	2,108 +29	+1%	+$4.23K	0.06%	96
2025 Q4	$250K	Buy	2,079 +90	+5%	+$10.4K	0.04%	122
2025 Q3	$224K	Buy	+1,989	New	+$221K	0.04%	125
2025 Q2	–	Sell	-1,918	Closed	-$228K	–	131
2025 Q1	$228K	Buy	+1,918	New	+$212K	0.05%	107
2020 Q1	–	Sell	-3,655	Closed	-$255K	–	65
2019 Q4	$255K	Hold	3,655	–	–	0.21%	60
2019 Q3	$251K	Sell	3,655 -726	-17%	-$52.5K	0.22%	54
2019 Q2	$340K	Buy	4,381 +32	+0.7%	+$2.48K	0.32%	46
2019 Q1	$351K	Hold	4,349	–	–	0.3%	47
2018 Q4	$297K	Hold	4,349	–	–	0.29%	49
2018 Q3	$339K	Sell	4,349 -1,875	-30%	-$153K	0.34%	46
2018 Q2	$515K	Sell	6,224 -633	-9%	-$50.4K	0.46%	38
2018 Q1	$512K	Sell	6,857 -2,498	-27%	-$200K	0.5%	32
2017 Q4	$782K	Buy	+9,355	New	+$774K	0.83%	19

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Legacy Financial Strategies's XOM Position: Q2 2026 in Review

Legacy Financial Strategies increased its ExxonMobil (XOM) stake by 0.28% in Q2 2026, buying an estimated $898 and bringing the position to 2,114 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #123.

Legacy Financial Strategies first reported a position in XOM in Q4 2017 and has held it in 14 quarters since. The position peaked at $782K in Q4 2017. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legacy Financial Strategies held 2,114 shares of ExxonMobil worth $289K as of Q2 2026.
Legacy Financial Strategies bought 6 ExxonMobil shares in Q2 2026, an estimated $898.
ExxonMobil made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #123 holding.
Legacy Financial Strategies first reported a position in ExxonMobil in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Strategies's ExxonMobil position peaked at $782K in Q4 2017.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.