Heritage Investment Group’s ExxonMobil XOM Stock Holding History

Heritage Investment Group’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 Q2	$683K	Sell	4,998 -79	-2%	-$11.8K	0.09%	67
2026 Q1	$861K	Sell	5,077 -985	-16%	-$144K	0.13%	52
2025 Q4	$730K	Buy	6,062 +193	+3%	+$22.4K	0.11%	58
2025 Q3	$662K	Sell	5,869 -2,323	-28%	-$258K	0.11%	60
2025 Q2	$883K	Sell	8,192 -405	-5%	-$43.3K	0.15%	43
2025 Q1	$1.02M	Sell	8,597 -750	-8%	-$82.9K	0.19%	37
2024 Q4	$1.01M	Sell	9,347 -1,664	-15%	-$195K	0.19%	37
2024 Q3	$1.29M	Buy	11,011 +1,468	+15%	+$170K	0.25%	30
2024 Q2	$1.1M	Buy	9,543 +348	+4%	+$40.5K	0.23%	33
2024 Q1	$1.07M	Sell	9,195 -6,753	-42%	-$707K	0.22%	33
2023 Q4	$1.59M	Buy	15,948 +6,371	+67%	+$670K	0.36%	25
2023 Q3	$1.13M	Sell	9,577 -1,924	-17%	-$211K	0.31%	32
2023 Q2	$1.23M	Sell	11,501 -10,019	-47%	-$1.09M	0.34%	24
2023 Q1	$2.36M	Buy	21,520 +6,115	+40%	+$676K	0.72%	14
2022 Q4	$1.7M	Sell	15,405 -7,315	-32%	-$784K	0.54%	15
2022 Q3	$1.98M	Buy	22,720 +6,287	+38%	+$574K	1.22%	12
2022 Q2	$1.41M	Buy	16,433 +214	+1%	+$19.3K	0.81%	16
2022 Q1	$1.34M	Hold	16,219	–	–	0.97%	14
2021 Q4	$992K	Buy	+16,219	New	+$1.01M	0.78%	18

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Heritage Investment Group's XOM Position: Q2 2026 in Review

Heritage Investment Group reduced its ExxonMobil (XOM) stake by 1.6% in Q2 2026, selling an estimated $11.8K and leaving 4,998 shares worth $683K. The position accounts for 0.09% of the portfolio, ranked #67.

Heritage Investment Group first reported a position in XOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.36M in Q1 2023. 4,278 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Heritage Investment Group held 4,998 shares of ExxonMobil worth $683K as of Q2 2026.
Heritage Investment Group sold 79 ExxonMobil shares in Q2 2026, an estimated $11.8K.
ExxonMobil made up 0.09% of Heritage Investment Group's portfolio in Q2 2026, its #67 holding.
Heritage Investment Group first reported a position in ExxonMobil in Q4 2021 and has held it in 19 quarters since.
Heritage Investment Group's ExxonMobil position peaked at $2.36M in Q1 2023.
4,278 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heritage Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.