My Legacy Advisors’s ExxonMobil XOM Stock Holding History

My Legacy 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 Q2	$241K	Sell	2,101 -5,719	-73%	-$611K	0.09%	196
2025 Q1	$930K	Buy	7,820 +419	+6%	+$46.3K	0.36%	81
2024 Q4	$825K	Buy	7,401 +693	+10%	+$81.1K	0.32%	85
2024 Q3	$786K	Sell	6,708 -87	-1%	-$10K	0.31%	91
2024 Q2	$782K	Buy	6,795 +2,122	+45%	+$247K	0.25%	107
2024 Q1	$543K	Buy	4,673 +128	+3%	+$13.4K	0.18%	149
2023 Q4	$448K	Buy	4,545 +184	+4%	+$19.3K	0.16%	158
2023 Q3	$493K	Buy	4,361 +222	+5%	+$24.4K	0.2%	139
2023 Q2	$433K	Sell	4,139 -30	-0.7%	-$3.27K	0.17%	160
2023 Q1	$478K	Buy	4,169 +346	+9%	+$38.3K	0.2%	150
2022 Q4	$428K	Buy	+3,823	New	+$410K	0.18%	160

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

My Legacy Advisors's XOM Position: Q2 2025 in Review

My Legacy Advisors reduced its ExxonMobil (XOM) stake by 73% in Q2 2025, selling an estimated $611K and leaving 2,101 shares worth $241K. The position accounts for 0.09% of the portfolio, ranked #196.

My Legacy Advisors first reported a position in XOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $930K in Q1 2025. 4,203 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

My Legacy Advisors held 2,101 shares of ExxonMobil worth $241K as of Q2 2025.
My Legacy Advisors sold 5,719 ExxonMobil shares in Q2 2025, an estimated $611K.
ExxonMobil made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #196 holding.
My Legacy Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 11 quarters since.
My Legacy Advisors's ExxonMobil position peaked at $930K in Q1 2025.
4,203 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.