Heritage Investment Group’s ExxonMobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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