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Legacy Trust’s ExxonMobil XOM Stock Holding History

Legacy 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 		$2.12M Buy
15,501
+7
+0% +$1.05K 0.37% 59
2026
Q1 		$2.63M Buy
15,494
+1,945
+14% +$284K 0.5% 49
2025
Q4 		$1.63M Buy
13,549
+725
+6% +$84.1K 0.31% 63
2025
Q3 		$1.45M Buy
12,824
+3,972
+45% +$442K 0.29% 66
2025
Q2 		$954K Sell
8,852
-9
-0.1% -$962 0.23% 75
2025
Q1 		$1.05M Buy
8,861
+997
+13% +$110K 0.25% 70
2024
Q4 		$846K Sell
7,864
-324
-4% -$37.9K 0.2% 78
2024
Q3 		$960K Buy
8,188
+404
+5% +$46.6K 0.22% 77
2024
Q2 		$896K Sell
7,784
-342
-4% -$39.8K 0.22% 75
2024
Q1 		$945K Buy
8,126
+1,960
+32% +$205K 0.24% 75
2023
Q4 		$616K Sell
6,166
-192
-3% -$20.2K 0.16% 95
2023
Q3 		$748K Sell
6,358
-462
-7% -$50.7K 0.22% 81
2023
Q2 		$731K Buy
6,820
+341
+5% +$37.2K 0.2% 84
2023
Q1 		$710K Buy
6,479
+791
+14% +$87.5K 0.21% 84
2022
Q4 		$627K Buy
+5,688
New +$609K 0.19% 85

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 Trust's XOM Position: Q2 2026 in Review

Legacy Trust increased its ExxonMobil (XOM) stake by 0.05% in Q2 2026, buying an estimated $1.05K and bringing the position to 15,501 shares worth $2.12M. The position accounts for 0.37% of the portfolio, ranked #59.

Legacy Trust first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.63M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Trust held 15,501 shares of ExxonMobil worth $2.12M as of Q2 2026.
  • Legacy Trust bought 7 ExxonMobil shares in Q2 2026, an estimated $1.05K.
  • ExxonMobil made up 0.37% of Legacy Trust's portfolio in Q2 2026, its #59 holding.
  • Legacy Trust first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Legacy Trust's ExxonMobil position peaked at $2.63M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.