Heritage Wealth Advisors’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 | $3.54M | Sell |
32,868
-365
| -1% | -$39.3K | 0.17% | 46 |
|
|
2025
Q1 | $3.95M | Sell |
33,233
-66
| -0.2% | -$7.85K | 0.2% | 42 |
|
|
2024
Q4 | $3.58M | Sell |
33,299
-1,054
| -3% | -$113K | 0.18% | 47 |
|
|
2024
Q3 | $4.03M | Buy |
34,353
+734
| +2% | +$86K | 0.19% | 45 |
|
|
2024
Q2 | $3.87M | Sell |
33,619
-1,575
| -4% | -$181K | 0.17% | 46 |
|
|
2024
Q1 | $4.09M | Sell |
35,194
-750
| -2% | -$87.2K | 0.19% | 46 |
|
|
2023
Q4 | $3.59M | Buy |
35,944
+351
| +1% | +$35.1K | 0.18% | 47 |
|
|
2023
Q3 | $4.19M | Sell |
35,593
-46
| -0.1% | -$5.41K | 0.23% | 40 |
|
|
2023
Q2 | $3.82M | Hold |
35,639
| – | – | 0.2% | 42 |
|
|
2023
Q1 | $3.91M | Hold |
35,639
| – | – | 0.22% | 39 |
|
|
2022
Q4 | $3.93M | Sell |
35,639
-336
| -0.9% | -$37.1K | 0.23% | 40 |
|
|
2022
Q3 | $3.14M | Sell |
35,975
-825
| -2% | -$72K | 0.23% | 40 |
|
|
2022
Q2 | $3.15M | Buy |
36,800
+2,715
| +8% | +$233K | 0.22% | 41 |
|
|
2022
Q1 | $2.82M | Sell |
34,085
-176
| -0.5% | -$14.5K | 0.16% | 49 |
|
|
2021
Q4 | $2.1M | Buy |
34,261
+1,825
| +6% | +$112K | 0.12% | 61 |
|
|
2021
Q3 | $1.91M | Sell |
32,436
-546
| -2% | -$32.1K | 0.12% | 61 |
|
|
2021
Q2 | $2.08M | Sell |
32,982
-600
| -2% | -$37.8K | 0.13% | 59 |
|
|
2021
Q1 | $1.87M | Buy |
33,582
+186
| +0.6% | +$10.4K | 0.11% | 60 |
|
|
2020
Q4 | $1.38M | Buy |
33,396
+779
| +2% | +$32.1K | 0.09% | 76 |
|
|
2020
Q3 | $1.12M | Buy |
32,617
+467
| +1% | +$16K | 0.14% | 57 |
|
|
2020
Q2 | $1.44M | Buy |
32,150
+2,164
| +7% | +$96.8K | 0.2% | 48 |
|
|
2020
Q1 | $1.14M | Sell |
29,986
-48,599
| -62% | -$1.85M | 0.2% | 52 |
|
|
2019
Q4 | $5.48M | Buy |
78,585
+8,349
| +12% | +$583K | 0.72% | 18 |
|
|
2019
Q3 | $4.96M | Buy |
70,236
+9,482
| +16% | +$669K | 0.73% | 17 |
|
|
2019
Q2 | $4.66M | Buy |
60,754
+1,119
| +2% | +$85.7K | 0.71% | 20 |
|
|
2019
Q1 | $4.82M | Buy |
59,635
+10,024
| +20% | +$810K | 0.79% | 17 |
|
|
2018
Q4 | $3.38M | Sell |
49,611
-681
| -1% | -$46.4K | 0.66% | 23 |
|
|
2018
Q3 | $4.28M | Buy |
50,292
+1,269
| +3% | +$108K | 0.84% | 15 |
|
|
2018
Q2 | $4.05M | Buy |
49,023
+3,286
| +7% | +$272K | 1.52% | 12 |
|
|
2018
Q1 | $3.41M | Buy |
45,737
+89
| +0.2% | +$6.64K | 1.42% | 11 |
|
|
2017
Q4 | $3.82M | Buy |
45,648
+1,395
| +3% | +$117K | 1.63% | 9 |
|
|
2017
Q3 | $3.63M | Buy |
44,253
+999
| +2% | +$81.9K | 1.83% | 9 |
|
|
2017
Q2 | $3.49M | Buy |
43,254
+329
| +0.8% | +$26.5K | 1.81% | 9 |
|
|
2017
Q1 | $3.52M | Buy |
42,925
+1,271
| +3% | +$104K | 1.9% | 9 |
|
|
2016
Q4 | $3.76M | Buy |
41,654
+2,150
| +5% | +$194K | 2.46% | 9 |
|
|
2016
Q3 | $3.45M | Sell |
39,504
-1,144
| -3% | -$99.9K | 2.39% | 10 |
|
|
2016
Q2 | $3.81M | Buy |
40,648
+3,933
| +11% | +$369K | 2.57% | 8 |
|
|
2016
Q1 | $3.07M | Buy |
36,715
+761
| +2% | +$63.6K | 2.41% | 10 |
|
|
2015
Q4 | $2.8M | Buy |
35,954
+185
| +0.5% | +$14.4K | 2.36% | 9 |
|
|
2015
Q3 | $2.66M | Buy |
35,769
+5,057
| +16% | +$375K | 2.28% | 9 |
|
|
2015
Q2 | $2.56M | Hold |
30,712
| – | – | 2.12% | 7 |
|
|
2015
Q1 | $2.61M | Sell |
30,712
-175
| -0.6% | -$14.9K | 2.16% | 8 |
|
|
2014
Q4 | $2.86M | Buy |
30,887
+3,250
| +12% | +$301K | 2.55% | 8 |
|
|
2014
Q3 | $2.6M | Buy |
27,637
+5,784
| +26% | +$544K | 2.7% | 7 |
|
|
2014
Q2 | $2.2M | Buy |
21,853
+32
| +0.1% | +$3.22K | 2.35% | 8 |
|
|
2014
Q1 | $2.13M | Hold |
21,821
| – | – | 2.46% | 7 |
|
|
2013
Q4 | $2.21M | Buy |
+21,821
| New | +$2.21M | 2.78% | 7 |
|