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Legacy Wealth Advisors’s ExxonMobil XOM Stock Holding History

Legacy Wealth Advisors’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 		$820K Buy
5,996
+1,634
+37% +$245K 0.35% 41
2026
Q1 		$740K Buy
4,362
+1,726
+65% +$252K 0.38% 37
2025
Q4 		$317K Buy
+2,636
New +$306K 0.21% 52

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 $3.38T AUM 44.17% 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 Wealth Advisors's XOM Position: Q2 2026 in Review

Legacy Wealth Advisors increased its ExxonMobil (XOM) stake by 37% in Q2 2026, buying an estimated $245K and bringing the position to 5,996 shares worth $820K. The position accounts for 0.35% of the portfolio, ranked #41.

Legacy Wealth Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Wealth Advisors held 5,996 shares of ExxonMobil worth $820K as of Q2 2026.
  • Legacy Wealth Advisors bought 1,634 ExxonMobil shares in Q2 2026, an estimated $245K.
  • ExxonMobil made up 0.35% of Legacy Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Legacy Wealth Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.