Heritage Financial Services’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
12,107
-245
| -2% | -$26.4K | 0.13% | 40 |
|
|
2025
Q1 | $1.47M | Sell |
12,352
-239
| -2% | -$28.4K | 0.15% | 35 |
|
|
2024
Q4 | $1.35M | Sell |
12,591
-3,090
| -20% | -$332K | 0.18% | 34 |
|
|
2024
Q3 | $1.84M | Buy |
15,681
+2,020
| +15% | +$237K | 0.24% | 24 |
|
|
2024
Q2 | $1.57M | Buy |
13,661
+1,777
| +15% | +$205K | 0.23% | 26 |
|
|
2024
Q1 | $1.38M | Buy |
11,884
+390
| +3% | +$45.3K | 0.21% | 30 |
|
|
2023
Q4 | $1.15M | Buy |
11,494
+1,763
| +18% | +$176K | 0.2% | 31 |
|
|
2023
Q3 | $1.14M | Buy |
9,731
+170
| +2% | +$20K | 0.22% | 22 |
|
|
2023
Q2 | $1.03M | Sell |
9,561
-34
| -0.4% | -$3.65K | 0.21% | 24 |
|
|
2023
Q1 | $1.05M | Sell |
9,595
-6
| -0.1% | -$658 | 0.23% | 23 |
|
|
2022
Q4 | $1.06M | Buy |
9,601
+5
| +0.1% | +$551 | 0.27% | 23 |
|
|
2022
Q3 | $837K | Sell |
9,596
-249
| -3% | -$21.7K | 0.51% | 22 |
|
|
2022
Q2 | $843K | Hold |
9,845
| – | – | 0.47% | 22 |
|
|
2022
Q1 | $813K | Sell |
9,845
-962
| -9% | -$79.4K | 0.53% | 27 |
|
|
2021
Q4 | $661K | Buy |
+10,807
| New | +$661K | 0.52% | 32 |
|