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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
Q3 		$1.12M Buy
+6,893
New +$1.08M 0.25% 119
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

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 Wealth Asset Management's XOM Position: Q3 2026 in Review

Legacy Wealth Asset Management opened a new position in ExxonMobil (XOM) in Q3 2026: 6,893 shares worth $1.12M. The stake represents 0.25% of the portfolio and ranks #119 among its holdings. This is a return to the name: Legacy Wealth Asset Management previously reported a position in XOM as recently as Q1 2026.

Legacy Wealth Asset Management first reported a position in XOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.34M in Q1 2022. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Legacy Wealth Asset Management held 6,893 shares of ExxonMobil worth $1.12M as of Q3 2026.
  • ExxonMobil was a new Legacy Wealth Asset Management position in Q3 2026.
  • ExxonMobil made up 0.25% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #119 holding.
  • Legacy Wealth Asset Management first reported a position in ExxonMobil in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's ExxonMobil position peaked at $1.34M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.