Legacy Bridge, LLC

Position in XOM — ExxonMobil Holdings Corp

CIK 1689144 WEST DES MOINES, IA

Position in XOM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,946,482

-$400,764 QoQ

Shares Held

14,237

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,804

of 3,872 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

Legacy Bridge, LLC holds $4,977,743 across 5 Oil & Gas Integrated names. XOM ranks #1 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp This page	14,237	$1,946,482
2	NFG	National Fuel Gas Co	19,292	$1,489,535
3	CVX	Chevron Corp	8,632	$1,430,840
4	SU	Suncor Energy Inc	1,199	$64,362
5	SHEL	Shell plc	600	$46,524

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,946,482	14,237	+2.9%	Shares	Sole	2026-08-13
2026-03-31	$2,347,246	13,835	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,664,903	13,835	+1.5%	Shares	Sole	2026-01-23
2025-09-30	$1,537,008	13,632	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$1,478,261	13,713	+2.7%	Shares	Sole	2025-08-06
2025-03-31	$1,588,310	13,355	+2.7%	Shares	Sole	2025-05-08
2024-12-31	$1,398,947	13,005	0.0%	Shares	Sole	2025-01-22
2024-09-30	$1,524,446	13,005	+0.2%	Shares	Sole	2024-11-07
2024-06-30	$1,494,257	12,980	+231.9%	Shares	Sole	2024-08-06
2024-03-31	$454,614	3,911	-13.9%	Shares	Sole	2024-04-25
2023-12-31	$454,009	4,541	-3.2%	Shares	Sole	2024-01-17
2023-09-30	$551,567	4,691	0.0%	Shares	Sole	2023-10-11
2023-06-30	$503,109	4,691	0.0%	Shares	Sole	2023-07-11
2023-03-31	$514,415	4,691	+3.3%	Shares	Sole	2023-04-24
2022-12-31	$500,872	4,541	+32.2%	Shares	Sole	2023-01-11
2022-09-30	$299,997	3,436	0.0%	Shares	Sole	2022-11-02
2022-06-30	$294,259	3,436	0.0%	Shares	Sole	2022-07-21
2022-03-31	$283,779	3,436	0.0%	Shares	Sole	2022-04-28
2021-12-31	$210,248	3,436	0.0%	Shares	Sole	2022-01-18
2021-09-30	$202,105	3,436	-5.5%	Shares	Sole	2021-10-26
2021-06-30	$229,358	3,636	+30.5%	Shares	Sole	2021-08-03
2021-03-31	$155,542	2,786	+36.5%	Shares	Sole	2021-04-29
2020-12-31	$84,130	2,041	0.0%	Shares	Sole	2021-02-02
2020-09-30	$70,067	2,041	-2.6%	Shares	Sole	2020-10-19
2020-06-30	$93,688	2,095	+2.7%	Shares	Sole	2020-08-04
2020-03-31	$77,458	2,040	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.