Tanglewood Legacy Advisors’s ExxonMobil XOM Stock Holding History

Tanglewood 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
2026 Q2	$1.08M	Sell	7,902 -10	-0.1%	-$1.5K	0.35%	45
2026 Q1	$1.34M	Hold	7,912	–	–	0.49%	38
2025 Q4	$952K	Buy	7,912 +214	+3%	+$24.8K	0.36%	44
2025 Q3	$868K	Sell	7,698 -718	-9%	-$79.8K	0.34%	44
2025 Q2	$907K	Sell	8,416 -2	-0%	-$214	0.37%	41
2025 Q1	$1M	Buy	8,418 +1	+0%	+$111	0.44%	35
2024 Q4	$905K	Sell	8,417 -46	-0.5%	-$5.38K	0.39%	40
2024 Q3	$992K	Sell	8,463 -9	-0.1%	-$1.04K	0.44%	36
2024 Q2	$975K	Sell	8,472 -22	-0.3%	-$2.56K	0.46%	37
2024 Q1	$987K	Buy	8,494 +54	+0.6%	+$5.65K	0.49%	31
2023 Q4	$844K	Sell	8,440 -39	-0.5%	-$4.1K	0.46%	34
2023 Q3	$997K	Sell	8,479 -6	-0.1%	-$658	0.6%	27
2023 Q2	$910K	Buy	8,485 +3,544	+72%	+$387K	0.53%	31
2023 Q1	$542K	Buy	4,941 +266	+6%	+$29.4K	0.35%	41
2022 Q4	$516K	Buy	+4,675	New	+$501K	0.37%	35

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

Tanglewood Legacy Advisors's XOM Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its ExxonMobil (XOM) stake by 0.13% in Q2 2026, selling an estimated $1.5K and leaving 7,902 shares worth $1.08M. The position accounts for 0.35% of the portfolio, ranked #45.

Tanglewood Legacy Advisors first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Tanglewood Legacy Advisors held 7,902 shares of ExxonMobil worth $1.08M as of Q2 2026.
Tanglewood Legacy Advisors sold 10 ExxonMobil shares in Q2 2026, an estimated $1.5K.
ExxonMobil made up 0.35% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #45 holding.
Tanglewood Legacy Advisors first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's ExxonMobil position peaked at $1.34M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.