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	–	250
2025 Q1	$24.4K	Sell	205 -15,910	-99%	-$1.76M	﹤0.01%	188
2024 Q4	$1.73M	Buy	16,115 +15,910	+7,761%	+$1.86M	0.07%	104
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heck Capital Advisors's XOM Position: Q1 2026 in Review

Heck Capital Advisors sold out of ExxonMobil (XOM) in Q1 2026, closing a stake of 4,293 shares — an estimated $517K sold.

Heck Capital Advisors first reported a position in XOM in Q4 2016 and held it in 17 quarters. The position peaked at $1.73M in Q4 2024. 4,792 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Heck Capital Advisors reported no remaining ExxonMobil position as of Q1 2026 after selling out during the quarter.
Heck Capital Advisors sold 4,293 ExxonMobil shares in Q1 2026, an estimated $517K.
Heck Capital Advisors first reported a position in ExxonMobil in Q4 2016 and held it in 17 quarters.
Heck Capital Advisors's ExxonMobil position peaked at $1.73M in Q4 2024.
4,792 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.