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Heritage Oak Wealth Advisors’s ExxonMobil XOM Stock Holding History

Heritage Oak Wealth Advisors’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 		$226K Buy
1,654
+164
+11% +$24.5K 0.07% 94
2026
Q1 		$253K Buy
+1,490
New +$217K 0.08% 62
2024
Q4 		– Sell
-2,966
Closed -$348K – 199
2024
Q3 		$348K Buy
+2,966
New +$342K 0.16% 96

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Heritage Oak Wealth Advisors's XOM Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its ExxonMobil (XOM) stake by 11% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,654 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #94.

Heritage Oak Wealth Advisors first reported a position in XOM in Q3 2024 and has held it in 3 quarters since. The position peaked at $348K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Heritage Oak Wealth Advisors held 1,654 shares of ExxonMobil worth $226K as of Q2 2026.
  • Heritage Oak Wealth Advisors bought 164 ExxonMobil shares in Q2 2026, an estimated $24.5K.
  • ExxonMobil made up 0.07% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Heritage Oak Wealth Advisors first reported a position in ExxonMobil in Q3 2024 and has held it in 3 quarters since.
  • Heritage Oak Wealth Advisors's ExxonMobil position peaked at $348K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.