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Legacy Solutions LLC’s ExxonMobil XOM Stock Holding History

Legacy Solutions LLC’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
Q3 		$382K Sell
2,346
-2
-0.1% -$313 0.29% 54
2026
Q2 		$321K Buy
2,348
+14
+0.6% +$2.1K 0.26% 57
2026
Q1 		$396K Buy
2,334
+124
+6% +$18.1K 0.37% 48
2025
Q4 		$266K Sell
2,210
-91
-4% -$10.6K 0.23% 65
2025
Q3 		$259K Buy
2,301
+24
+1% +$2.67K 0.23% 63
2025
Q2 		$245K Buy
+2,277
New +$243K 0.24% 65

Other funds holding XOM

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Legacy Solutions LLC's XOM Position: Q3 2026 in Review

Legacy Solutions LLC reduced its ExxonMobil (XOM) stake by 0.09% in Q3 2026, selling an estimated $313 and leaving 2,346 shares worth $382K. The position accounts for 0.29% of the portfolio, ranked #54.

Legacy Solutions LLC first reported a position in XOM in Q2 2025 and has held it in 6 quarters since. The position peaked at $396K in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Legacy Solutions LLC held 2,346 shares of ExxonMobil worth $382K as of Q3 2026.
  • Legacy Solutions LLC sold 2 ExxonMobil shares in Q3 2026, an estimated $313.
  • ExxonMobil made up 0.29% of Legacy Solutions LLC's portfolio in Q3 2026, its #54 holding.
  • Legacy Solutions LLC first reported a position in ExxonMobil in Q2 2025 and has held it in 6 quarters since.
  • Legacy Solutions LLC's ExxonMobil position peaked at $396K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.