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Legacy Wealth Management (Idaho)’s ExxonMobil XOM Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$106K Sell
625
-2,068
-77% -$302K 0.05% 169
2025
Q4 		$324K Buy
2,693
+351
+15% +$40.7K 0.16% 79
2025
Q3 		$264K Sell
2,342
-72
-3% -$8K 0.12% 82
2025
Q2 		$260K Buy
2,414
+130
+6% +$13.9K 0.14% 70
2025
Q1 		$272K Sell
2,284
-17
-0.7% -$1.88K 0.19% 60
2024
Q4 		$251K Sell
2,301
-226
-9% -$26.4K 0.16% 65
2024
Q3 		$307K Buy
+2,527
New +$292K 0.18% 55

Other funds holding XOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s XOM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its ExxonMobil (XOM) stake by 77% in Q1 2026, selling an estimated $302K and leaving 625 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #169.

Legacy Wealth Management (Idaho) first reported a position in XOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 4,768 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 625 shares of ExxonMobil worth $106K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 2,068 ExxonMobil shares in Q1 2026, an estimated $302K.
  • ExxonMobil made up 0.05% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #169 holding.
  • Legacy Wealth Management (Idaho) first reported a position in ExxonMobil in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s ExxonMobil position peaked at $324K in Q4 2025.
  • 4,768 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.