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Legacy Private Trust’s ExxonMobil XOM Stock Holding History

Legacy Private Trust’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 		$4.43M Sell
32,415
-223
-0.7% -$33.4K 0.25% 77
2026
Q1 		$5.54M Sell
32,638
-2,371
-7% -$346K 0.34% 62
2025
Q4 		$4.21M Buy
35,009
+245
+0.7% +$28.4K 0.25% 81
2025
Q3 		$3.92M Buy
34,764
+1,735
+5% +$193K 0.23% 80
2025
Q2 		$3.56M Buy
33,029
+3,922
+13% +$419K 0.23% 82
2025
Q1 		$3.46M Buy
29,107
+35
+0.1% +$3.87K 0.24% 80
2024
Q4 		$3.13M Buy
29,072
+6,112
+27% +$715K 0.2% 93
2024
Q3 		$2.69M Buy
22,960
+1,602
+8% +$185K 0.18% 100
2024
Q2 		$2.46M Buy
21,358
+47
+0.2% +$5.47K 0.17% 101
2024
Q1 		$2.48M Sell
21,311
-1,875
-8% -$196K 0.18% 102
2023
Q4 		$2.32M Buy
23,186
+223
+1% +$23.4K 0.18% 103
2023
Q3 		$2.7M Sell
22,963
-2,200
-9% -$241K 0.23% 86
2023
Q2 		$2.7M Buy
25,163
+4,273
+20% +$466K 0.22% 94
2023
Q1 		$2.29M Buy
20,890
+3,598
+21% +$398K 0.2% 100
2022
Q4 		$1.91M Sell
17,292
-325
-2% -$34.8K 0.17% 108
2022
Q3 		$1.54M Buy
17,617
+8,685
+97% +$793K 0.15% 109
2022
Q2 		$765K Hold
8,932
– – 0.07% 145
2022
Q1 		$738K Sell
8,932
-63
-0.7% -$4.9K 0.06% 164
2021
Q4 		$550K Hold
8,995
– – 0.04% 186
2021
Q3 		$529K Hold
8,995
– – 0.04% 179
2021
Q2 		$567K Sell
8,995
-675
-7% -$40.3K 0.05% 176
2021
Q1 		$540K Buy
9,670
+415
+4% +$21.8K 0.05% 172
2020
Q4 		$381K Sell
9,255
-3,485
-27% -$131K 0.04% 194
2020
Q3 		$437K Sell
12,740
-1,567
-11% -$64.1K 0.05% 171
2020
Q2 		$640K Sell
14,307
-1,230
-8% -$55.2K 0.07% 142
2020
Q1 		$590K Sell
15,537
-724
-4% -$40K 0.08% 138
2019
Q4 		$1.14M Buy
16,261
+310
+2% +$21.4K 0.12% 132
2019
Q3 		$1.13M Hold
15,951
– – 0.13% 128
2019
Q2 		$1.22M Sell
15,951
-1,100
-6% -$85.2K 0.14% 125
2019
Q1 		$1.38M Sell
17,051
-551
-3% -$42K 0.16% 120
2018
Q4 		$1.2M Sell
17,602
-1,996
-10% -$157K 0.16% 120
2018
Q3 		$1.67M Buy
19,598
+521
+3% +$42.6K 0.19% 106
2018
Q2 		$1.58M Hold
19,077
– – 0.19% 112
2018
Q1 		$1.42M Sell
19,077
-1,300
-6% -$104K 0.17% 117
2017
Q4 		$1.71M Buy
20,377
+300
+1% +$24.8K 0.2% 100
2017
Q3 		$1.65M Hold
20,077
– – 0.2% 98
2017
Q2 		$1.62M Sell
20,077
-2,892
-13% -$237K 0.21% 104
2017
Q1 		$1.88M Sell
22,969
-51
-0.2% -$4.26K 0.24% 100
2016
Q4 		$2.08M Sell
23,020
-260
-1% -$22.7K 0.28% 92
2016
Q3 		$2.03M Sell
23,280
-2,459
-10% -$218K 0.28% 102
2016
Q2 		$2.41M Sell
25,739
-335
-1% -$29.6K 0.35% 85
2016
Q1 		$2.18M Sell
26,074
-3,555
-12% -$285K 0.33% 84
2015
Q4 		$2.31M Sell
29,629
-68
-0.2% -$5.44K 0.35% 78
2015
Q3 		$2.21M Sell
29,697
-801
-3% -$61.7K 0.35% 84
2015
Q2 		$2.54M Buy
30,498
+175
+0.6% +$15K 0.38% 78
2015
Q1 		$2.58M Sell
30,323
-6,935
-19% -$615K 0.38% 77
2014
Q4 		$3.44M Sell
37,258
-2,220
-6% -$207K 0.51% 53
2014
Q3 		$3.71M Sell
39,478
-3,573
-8% -$356K 0.57% 44
2014
Q2 		$4.33M Buy
43,051
+7,214
+20% +$728K 0.67% 40
2014
Q1 		$3.5M Sell
35,837
-108
-0.3% -$10.3K 0.61% 45
2013
Q4 		$3.64M Sell
35,945
-4,503
-11% -$416K 0.66% 40
2013
Q3 		$3.48M Buy
40,448
+1,809
+5% +$163K 0.74% 36
2013
Q2 		$3.49M Buy
+38,639
New +$3.48M 0.82% 33

Other funds holding XOM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Legacy Private Trust's XOM Position: Q2 2026 in Review

Legacy Private Trust reduced its ExxonMobil (XOM) stake by 0.68% in Q2 2026, selling an estimated $33.4K and leaving 32,415 shares worth $4.43M. The position accounts for 0.25% of the portfolio, ranked #77.

Legacy Private Trust first reported a position in XOM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.54M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Private Trust held 32,415 shares of ExxonMobil worth $4.43M as of Q2 2026.
  • Legacy Private Trust sold 223 ExxonMobil shares in Q2 2026, an estimated $33.4K.
  • ExxonMobil made up 0.25% of Legacy Private Trust's portfolio in Q2 2026, its #77 holding.
  • Legacy Private Trust first reported a position in ExxonMobil in Q2 2013 and has held it in 53 quarters since.
  • Legacy Private Trust's ExxonMobil position peaked at $5.54M in Q1 2026.
  • 2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

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