HWA
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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
Q3 		$1.4M Buy
8,592
+138
+2% +$21.6K 0.11% 89
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

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Heartwood Wealth Advisors's XOM Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its ExxonMobil (XOM) stake by 1.6% in Q3 2026, buying an estimated $21.6K and bringing the position to 8,592 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #89.

Heartwood Wealth Advisors first reported a position in XOM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.52M in Q1 2026. 235 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Heartwood Wealth Advisors held 8,592 shares of ExxonMobil worth $1.4M as of Q3 2026.
  • Heartwood Wealth Advisors bought 138 ExxonMobil shares in Q3 2026, an estimated $21.6K.
  • ExxonMobil made up 0.11% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #89 holding.
  • Heartwood Wealth Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 23 quarters since.
  • Heartwood Wealth Advisors's ExxonMobil position peaked at $1.52M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.