Legend Capital Advisors’s ExxonMobil XOM Stock Holding History

Legend Capital Advisors’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	$1.39M	Sell	10,150 -511	-5%	-$76.5K	0.76%	18
2026 Q1	$1.81M	Sell	10,661 -35	-0.3%	-$5.11K	1.13%	15
2025 Q4	$1.29M	Buy	+10,696	New	+$1.24M	0.72%	18

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legend Capital Advisors's XOM Position: Q2 2026 in Review

Legend Capital Advisors reduced its ExxonMobil (XOM) stake by 4.8% in Q2 2026, selling an estimated $76.5K and leaving 10,150 shares worth $1.39M. The position accounts for 0.76% of the portfolio, ranked #18.

Legend Capital Advisors first reported a position in XOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.81M in Q1 2026. 4,252 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Legend Capital Advisors held 10,150 shares of ExxonMobil worth $1.39M as of Q2 2026.
Legend Capital Advisors sold 511 ExxonMobil shares in Q2 2026, an estimated $76.5K.
ExxonMobil made up 0.76% of Legend Capital Advisors's portfolio in Q2 2026, its #18 holding.
Legend Capital Advisors first reported a position in ExxonMobil in Q4 2025 and has held it in 3 quarters since.
Legend Capital Advisors's ExxonMobil position peaked at $1.81M in Q1 2026.
4,252 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.