Legend Financial Advisors’s ExxonMobil XOM Stock Holding History

Legend Financial 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
2025 Q1	–	Sell	-2	Closed	-$215	–	262
2024 Q4	$215	Buy	+2	New	+$234	﹤0.01%	241
2024 Q3	–	Sell	-2	Closed	-$230	–	287
2024 Q2	$230	Buy	+2	New	+$233	﹤0.01%	267

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legend Financial Advisors's XOM Position: Q1 2025 in Review

Legend Financial Advisors sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 2 shares — an estimated $215 sold.

Legend Financial Advisors first reported a position in XOM in Q2 2024 and held it in 2 quarters. The position peaked at $230 in Q2 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Legend Financial Advisors reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 2 ExxonMobil shares in Q1 2025, an estimated $215.
Legend Financial Advisors first reported a position in ExxonMobil in Q2 2024 and held it in 2 quarters.
Legend Financial Advisors's ExxonMobil position peaked at $230 in Q2 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.