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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
Q2 		– Sell
-625
Closed -$106K – 989
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 $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 Management (Idaho)'s XOM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 625 shares — an estimated $106K sold.

Legacy Wealth Management (Idaho) first reported a position in XOM in Q3 2024 and held it in 7 quarters. The position peaked at $324K in Q4 2025. 4,287 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 625 ExxonMobil shares in Q2 2026, an estimated $106K.
  • Legacy Wealth Management (Idaho) first reported a position in ExxonMobil in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s ExxonMobil position peaked at $324K in Q4 2025.
  • 4,287 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.