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Heartwood Wealth Advisors’s ExxonMobil XOM Stock Holding History

Heartwood Wealth 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 		$1.16M Sell
8,454
-487
-5% -$72.9K 0.09% 99
2026
Q1 		$1.52M Sell
8,941
-852
-9% -$124K 0.13% 75
2025
Q4 		$1.18M Buy
9,793
+721
+8% +$83.6K 0.11% 79
2025
Q3 		$1.02M Sell
9,072
-373
-4% -$41.5K 0.1% 86
2025
Q2 		$1.02M Sell
9,445
-113
-1% -$12.1K 0.11% 78
2025
Q1 		$1.14M Sell
9,558
-635
-6% -$70.2K 0.13% 66
2024
Q4 		$1.1M Sell
10,193
-11
-0.1% -$1.29K 0.12% 60
2024
Q3 		$1.2M Buy
10,204
+30
+0.3% +$3.46K 0.13% 57
2024
Q2 		$1.17M Buy
10,174
+1,878
+23% +$219K 0.14% 54
2024
Q1 		$964K Sell
8,296
-655
-7% -$68.5K 0.12% 59
2023
Q4 		$895K Hold
8,951
– – 0.12% 54
2023
Q3 		$1.05M Sell
8,951
-2,437
-21% -$267K 0.16% 44
2023
Q2 		$1.22M Buy
11,388
+729
+7% +$79.5K 0.17% 44
2023
Q1 		$1.17M Buy
10,659
+335
+3% +$37.1K 0.17% 44
2022
Q4 		$1.14M Sell
10,324
-209
-2% -$22.4K 0.18% 44
2022
Q3 		$920K Buy
10,533
+132
+1% +$12.1K 0.16% 47
2022
Q2 		$891K Buy
10,401
+3,869
+59% +$349K 0.15% 48
2022
Q1 		$539K Buy
6,532
+2,887
+79% +$224K 0.08% 69
2021
Q4 		$223K Hold
3,645
– – 0.03% 98
2021
Q3 		$214K Buy
3,645
+66
+2% +$3.76K 0.03% 94
2021
Q2 		$226K Buy
+3,579
New +$214K 0.03% 90
2020
Q1 		– Sell
-3,402
Closed -$237K – 85
2019
Q4 		$237K Buy
+3,402
New +$235K 0.05% 72

Other funds holding XOM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Heartwood Wealth Advisors's XOM Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its ExxonMobil (XOM) stake by 5.4% in Q2 2026, selling an estimated $72.9K and leaving 8,454 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #99.

Heartwood Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.52M in Q1 2026. 2,224 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Heartwood Wealth Advisors held 8,454 shares of ExxonMobil worth $1.16M as of Q2 2026.
  • Heartwood Wealth Advisors sold 487 ExxonMobil shares in Q2 2026, an estimated $72.9K.
  • ExxonMobil made up 0.09% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Heartwood Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 22 quarters since.
  • Heartwood Wealth Advisors's ExxonMobil position peaked at $1.52M in Q1 2026.
  • 2,224 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.