Heck Capital Advisors’s ExxonMobil XOM Stock Holding History

Heck Capital 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 Q1	–	Sell	-4,293	Closed	-$517K	–	235
2025 Q4	$517K	Buy	+4,293	New	+$498K	0.04%	150
2025 Q2	–	Sell	-205	Closed	-$24.4K	–	251
2025 Q1	$24.4K	Hold	205	–	–	﹤0.01%	188
2024 Q4	$22.1K	Hold	205	–	–	﹤0.01%	189
2024 Q3	$24K	Hold	205	–	–	﹤0.01%	177
2024 Q2	$23.6K	Hold	205	–	–	﹤0.01%	173
2024 Q1	$23.8K	Hold	205	–	–	﹤0.01%	171
2023 Q4	$20.5K	Hold	205	–	–	﹤0.01%	166
2023 Q3	$24.1K	Buy	+205	New	+$22.5K	﹤0.01%	157
2020 Q1	–	Sell	-12,121	Closed	-$846K	–	109
2019 Q4	$846K	Hold	12,121	–	–	0.2%	39
2019 Q3	$856K	Hold	12,121	–	–	0.26%	39
2019 Q2	$929K	Hold	12,121	–	–	0.25%	37
2019 Q1	$979K	Hold	12,121	–	–	0.29%	30
2018 Q4	$827K	Hold	12,121	–	–	0.3%	31
2018 Q3	$1.03M	Hold	12,121	–	–	0.34%	32
2018 Q2	$1M	Buy	+12,121	New	+$966K	0.37%	31
2017 Q2	–	Sell	-1,868	Closed	-$153K	–	83
2017 Q1	$153K	Sell	1,868 -82	-4%	-$6.85K	0.09%	49
2016 Q4	$176K	Buy	+1,950	New	+$170K	0.13%	41

Other funds holding XOM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return