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Legacy Investment Solutions’s ExxonMobil XOM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$260K Buy
+2,414
New +$258K 0.14% 70
2024
Q4 		$251K Sell
2,301
-226
-9% -$26.4K 0.16% 65
2024
Q3 		$307K Buy
+2,527
New +$292K 0.18% 55

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Investment Solutions's XOM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in ExxonMobil (XOM) in Q2 2025: 2,414 shares worth $260K. The stake represents 0.14% of the portfolio and ranks #70 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XOM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XOM in Q3 2024 and has held it in 3 quarters since. The position peaked at $307K in Q3 2024. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Legacy Investment Solutions held 2,414 shares of ExxonMobil worth $260K as of Q2 2025.
  • ExxonMobil was a new Legacy Investment Solutions position in Q2 2025.
  • ExxonMobil made up 0.14% of Legacy Investment Solutions's portfolio in Q2 2025, its #70 holding.
  • Legacy Investment Solutions first reported a position in ExxonMobil in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's ExxonMobil position peaked at $307K in Q3 2024.
  • 4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.