LWPC
XOM icon

Legacy Wealth Partners (Colorado)’s ExxonMobil XOM Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$560K Buy
4,098
+428
+12% +$64.1K 0.13% 101
2026
Q1 		$623K Sell
3,670
-853
-19% -$124K 0.16% 84
2025
Q4 		$544K Buy
+4,523
New +$525K 0.14% 91

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 $3.37T AUM 44.26% 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 Partners (Colorado)'s XOM Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its ExxonMobil (XOM) stake by 12% in Q2 2026, buying an estimated $64.1K and bringing the position to 4,098 shares worth $560K. The position accounts for 0.13% of the portfolio, ranked #101.

Legacy Wealth Partners (Colorado) first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $623K in Q1 2026. 4,253 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 4,098 shares of ExxonMobil worth $560K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 428 ExxonMobil shares in Q2 2026, an estimated $64.1K.
  • ExxonMobil made up 0.13% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #101 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s ExxonMobil position peaked at $623K in Q1 2026.
  • 4,253 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.