Heirloom Wealth Management
XOM icon

Heirloom Wealth Management’s ExxonMobil XOM Stock Holding History

Heirloom Wealth Management’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 		$15.9M Buy
97,459
+1,462
+2% +$229K 2.06% 19
2026
Q2 		$13.1M Buy
95,997
+7,643
+9% +$1.14M 1.9% 22
2026
Q1 		$15M Buy
88,354
+24,191
+38% +$3.53M 2.7% 12
2025
Q4 		$7.72M Buy
64,163
+450
+0.7% +$52.2K 1.78% 20
2025
Q3 		$7.18M Buy
63,713
+743
+1% +$82.6K 1.74% 22
2025
Q2 		$6.79M Buy
62,970
+100
+0.2% +$10.7K 1.79% 20
2025
Q1 		$7.48M Buy
62,870
+1,727
+3% +$191K 2.14% 16
2024
Q4 		$6.58M Buy
61,143
+3,469
+6% +$406K 1.97% 18
2024
Q3 		$6.76M Buy
57,674
+862
+2% +$100K 2.11% 18
2024
Q2 		$6.54M Sell
56,812
-509
-0.9% -$59.3K 2.12% 17
2024
Q1 		$6.66M Buy
57,321
+8,748
+18% +$915K 2.27% 16
2023
Q4 		$4.86M Buy
48,573
+494
+1% +$51.9K 1.86% 18
2023
Q3 		$5.65M Sell
48,079
-1,366
-3% -$150K 2.51% 14
2023
Q2 		$5.3M Sell
49,445
-38,403
-44% -$4.19M 2.3% 16
2023
Q1 		$9.6M Buy
87,848
+15,060
+21% +$1.67M 4.6% 9
2022
Q4 		$8.03M Buy
+72,788
New +$7.8M 5% 8
2022
Q2 		$6.31M Buy
69,627
+7,964
+13% +$718K 5.16% 9
2022
Q1 		$5.48M Buy
61,663
+6,026
+11% +$468K 3.81% 10
2021
Q4 		$4.05M Buy
+55,637
New +$3.48M 3.47% 13

Other funds holding XOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Heirloom Wealth Management's XOM Position: Q3 2026 in Review

Heirloom Wealth Management increased its ExxonMobil (XOM) stake by 1.5% in Q3 2026, buying an estimated $229K and bringing the position to 97,459 shares worth $15.9M. The position accounts for 2.06% of the portfolio, ranked #19.

Heirloom Wealth Management first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. 4,010 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Heirloom Wealth Management held 97,459 shares of ExxonMobil worth $15.9M as of Q3 2026.
  • Heirloom Wealth Management bought 1,462 ExxonMobil shares in Q3 2026, an estimated $229K.
  • ExxonMobil made up 2.06% of Heirloom Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Heirloom Wealth Management first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
  • 4,010 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.