HBT
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Heartland Bank & Trust’s ExxonMobil XOM Stock Holding History

Heartland Bank & Trust’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 		$4.67M Sell
34,161
-779
-2% -$117K 0.97% 24
2026
Q1 		$5.93M Buy
34,940
+15,850
+83% +$2.31M 1.34% 12
2025
Q4 		$2.3M Sell
19,090
-227
-1% -$26.3K 0.97% 20
2025
Q3 		$2.18M Buy
19,317
+706
+4% +$78.5K 0.9% 22
2025
Q2 		$2.01M Sell
18,611
-393
-2% -$42K 0.94% 21
2025
Q1 		$2.26M Buy
19,004
+909
+5% +$101K 1.16% 16
2024
Q4 		$1.95M Sell
18,095
-341
-2% -$39.9K 1.06% 19
2024
Q3 		$2.16M Buy
18,436
+168
+0.9% +$19.4K 1.17% 14
2024
Q2 		$2.1M Buy
18,268
+160
+0.9% +$18.6K 1.19% 14
2024
Q1 		$2.1M Buy
18,108
+7,872
+77% +$824K 1.22% 15
2023
Q4 		$1.02M Sell
10,236
-8,211
-45% -$863K 0.7% 28
2023
Q3 		$2.17M Buy
18,447
+10
+0.1% +$1.1K 1.71% 11
2023
Q2 		$1.98M Sell
18,437
-1,077
-6% -$118K 1.55% 11
2023
Q1 		$2.14M Buy
19,514
+13,188
+208% +$1.46M 1.62% 12
2022
Q4 		$698K Sell
6,326
-148
-2% -$15.9K 0.52% 45
2022
Q3 		$565K Sell
6,474
-2,062
-24% -$188K 0.54% 63
2022
Q2 		$731K Buy
8,536
+2,000
+31% +$180K 0.65% 49
2022
Q1 		$540K Hold
6,536
– – 0.41% 79
2021
Q4 		$400K Buy
+6,536
New +$408K 0.3% 99

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartland Bank & Trust's XOM Position: Q2 2026 in Review

Heartland Bank & Trust reduced its ExxonMobil (XOM) stake by 2.2% in Q2 2026, selling an estimated $117K and leaving 34,161 shares worth $4.67M. The position accounts for 0.97% of the portfolio, ranked #24.

Heartland Bank & Trust first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.93M in Q1 2026. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Heartland Bank & Trust held 34,161 shares of ExxonMobil worth $4.67M as of Q2 2026.
  • Heartland Bank & Trust sold 779 ExxonMobil shares in Q2 2026, an estimated $117K.
  • ExxonMobil made up 0.97% of Heartland Bank & Trust's portfolio in Q2 2026, its #24 holding.
  • Heartland Bank & Trust first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • Heartland Bank & Trust's ExxonMobil position peaked at $5.93M in Q1 2026.
  • 4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.