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

Legacy Wealth Management (Mississippi)’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	$1.7M	Sell	12,406 -20	-0.2%	-$2.99K	0.44%	36
2026 Q1	$2.11M	Sell	12,426 -31	-0.2%	-$4.52K	0.6%	33
2025 Q4	$1.5M	Buy	12,457 +327	+3%	+$37.9K	0.4%	39
2025 Q3	$1.37M	Sell	12,130 -2,145	-15%	-$238K	0.41%	41
2025 Q2	$1.54M	Sell	14,275 -7,451	-34%	-$796K	0.47%	40
2025 Q1	$2.58M	Sell	21,726 -8,016	-27%	-$887K	0.84%	34
2024 Q4	$3.2M	Sell	29,742 -1,785	-6%	-$209K	1.27%	20
2024 Q3	$3.7M	Hold	31,527	–	–	1.36%	19
2024 Q2	$3.63M	Buy	31,527 +27,905	+770%	+$3.25M	1.53%	17
2024 Q1	$421K	Hold	3,622	–	–	0.19%	61
2023 Q4	$362K	Hold	3,622	–	–	0.17%	66
2023 Q3	$426K	Buy	3,622 +22	+0.6%	+$2.41K	0.22%	65
2023 Q2	$386K	Hold	3,600	–	–	0.19%	64
2023 Q1	$395K	Hold	3,600	–	–	0.22%	65
2022 Q4	$397K	Hold	3,600	–	–	0.24%	63
2022 Q3	$314K	Hold	3,600	–	–	0.21%	70
2022 Q2	$308K	Sell	3,600 -1,000	-22%	-$90.2K	0.19%	74
2022 Q1	$380K	Hold	4,600	–	–	0.2%	82
2021 Q4	$281K	Buy	4,600 +1,000	+28%	+$62.5K	0.14%	95
2021 Q3	$212K	Hold	3,600	–	–	0.11%	102
2021 Q2	$227K	Hold	3,600	–	–	0.13%	99
2021 Q1	$201K	Buy	+3,600	New	+$189K	0.12%	96
2020 Q1	–	Sell	-4,500	Closed	-$314K	–	127
2019 Q4	$314K	Buy	+4,500	New	+$311K	0.27%	78

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s XOM Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its ExxonMobil (XOM) stake by 0.16% in Q2 2026, selling an estimated $2.99K and leaving 12,406 shares worth $1.7M. The position accounts for 0.44% of the portfolio, ranked #36.

Legacy Wealth Management (Mississippi) first reported a position in XOM in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.7M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legacy Wealth Management (Mississippi) held 12,406 shares of ExxonMobil worth $1.7M as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 20 ExxonMobil shares in Q2 2026, an estimated $2.99K.
ExxonMobil made up 0.44% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #36 holding.
Legacy Wealth Management (Mississippi) first reported a position in ExxonMobil in Q4 2019 and has held it in 23 quarters since.
Legacy Wealth Management (Mississippi)'s ExxonMobil position peaked at $3.7M in Q3 2024.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.