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Legacy Wealth Asset Management’s ExxonMobil XOM Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-7,084
Closed -$1.2M – 404
2026
Q1 		$1.2M Buy
7,084
+15
+0.2% +$2.19K 0.29% 88
2025
Q4 		$851K Buy
7,069
+34
+0.5% +$3.94K 0.21% 144
2025
Q3 		$793K Buy
7,035
+42
+0.6% +$4.67K 0.19% 155
2025
Q2 		$754K Buy
6,993
+38
+0.5% +$4.06K 0.19% 149
2025
Q1 		$827K Sell
6,955
-45
-0.6% -$4.98K 0.23% 113
2024
Q4 		$753K Sell
7,000
-72
-1% -$8.42K 0.2% 137
2024
Q3 		$829K Buy
7,072
+28
+0.4% +$3.23K 0.22% 119
2024
Q2 		$811K Buy
7,044
+294
+4% +$34.2K 0.23% 117
2024
Q1 		$785K Buy
6,750
+105
+2% +$11K 0.22% 131
2023
Q4 		$664K Buy
6,645
+20
+0.3% +$2.1K 0.22% 153
2023
Q3 		$779K Sell
6,625
-49
-0.7% -$5.38K 0.29% 107
2023
Q2 		$716K Sell
6,674
-737
-10% -$80.4K 0.25% 122
2023
Q1 		$813K Sell
7,411
-153
-2% -$16.9K 0.29% 100
2022
Q4 		$834K Sell
7,564
-87
-1% -$9.32K 0.32% 101
2022
Q3 		$668K Sell
7,651
-6,579
-46% -$601K 0.29% 117
2022
Q2 		$1.22M Sell
14,230
-1,980
-12% -$179K 0.49% 47
2022
Q1 		$1.34M Sell
16,210
-505
-3% -$39.3K 0.48% 56
2021
Q4 		$1.02M Buy
16,715
+579
+4% +$36.2K 0.35% 103
2021
Q3 		$949K Buy
16,136
+165
+1% +$9.4K 0.43% 72
2021
Q2 		$1.01M Sell
15,971
-9
-0.1% -$537 0.45% 70
2021
Q1 		$892K Buy
15,980
+173
+1% +$9.07K 0.41% 74
2020
Q4 		$652K Buy
+15,807
New +$593K 0.33% 124

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Legacy Wealth Asset Management's XOM Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 7,084 shares — an estimated $1.2M sold.

Legacy Wealth Asset Management first reported a position in XOM in Q4 2020 and held it in 22 quarters. The position peaked at $1.34M in Q1 2022. 2,244 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 7,084 ExxonMobil shares in Q2 2026, an estimated $1.2M.
  • Legacy Wealth Asset Management first reported a position in ExxonMobil in Q4 2020 and held it in 22 quarters.
  • Legacy Wealth Asset Management's ExxonMobil position peaked at $1.34M in Q1 2022.
  • 2,244 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.