Heritage Financial Services’s ExxonMobil XOM Stock Holding History

Heritage Financial Services’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
2025 Q4	$1.49M	Buy	12,384 +461	+4%	+$53.5K	0.12%	35
2025 Q3	$1.34M	Sell	11,923 -184	-2%	-$20.5K	0.12%	38
2025 Q2	$1.31M	Sell	12,107 -245	-2%	-$26.2K	0.13%	40
2025 Q1	$1.47M	Sell	12,352 -239	-2%	-$26.4K	0.15%	35
2024 Q4	$1.35M	Sell	12,591 -3,090	-20%	-$361K	0.18%	34
2024 Q3	$1.84M	Buy	15,681 +2,020	+15%	+$233K	0.24%	24
2024 Q2	$1.57M	Buy	13,661 +1,777	+15%	+$207K	0.23%	26
2024 Q1	$1.38M	Buy	11,884 +390	+3%	+$40.8K	0.21%	30
2023 Q4	$1.15M	Buy	11,494 +1,763	+18%	+$185K	0.2%	31
2023 Q3	$1.14M	Buy	9,731 +170	+2%	+$18.6K	0.22%	22
2023 Q2	$1.03M	Sell	9,561 -34	-0.4%	-$3.71K	0.21%	24
2023 Q1	$1.05M	Sell	9,595 -6	-0.1%	-$664	0.23%	23
2022 Q4	$1.06M	Buy	9,601 +5	+0.1%	+$536	0.27%	23
2022 Q3	$837K	Sell	9,596 -249	-3%	-$22.7K	0.51%	22
2022 Q2	$843K	Hold	9,845	–	–	0.47%	22
2022 Q1	$813K	Sell	9,845 -962	-9%	-$74.8K	0.53%	27
2021 Q4	$661K	Buy	+10,807	New	+$675K	0.52%	32

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Heritage Financial Services's XOM Position: Q4 2025 in Review

Heritage Financial Services increased its ExxonMobil (XOM) stake by 3.9% in Q4 2025, buying an estimated $53.5K and bringing the position to 12,384 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #35.

Heritage Financial Services first reported a position in XOM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.84M in Q3 2024. 4,545 funds tracked by Wall St. Rank hold XOM as of Q4 2025.

Heritage Financial Services held 12,384 shares of ExxonMobil worth $1.49M as of Q4 2025.
Heritage Financial Services bought 461 ExxonMobil shares in Q4 2025, an estimated $53.5K.
ExxonMobil made up 0.12% of Heritage Financial Services's portfolio in Q4 2025, its #35 holding.
Heritage Financial Services first reported a position in ExxonMobil in Q4 2021 and has held it in 17 quarters since.
Heritage Financial Services's ExxonMobil position peaked at $1.84M in Q3 2024.
4,545 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.