HWMA
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Heritage Wealth Management (Arizona)’s ExxonMobil XOM Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$279K Buy
2,420
+14
+0.6% +$1.63K 0.15% 126
2024
Q1 		$280K Buy
+2,406
New +$252K 0.14% 133
2022
Q4 		$786K Buy
7,123
+3,765
+112% +$403K 0.11% 134
2022
Q3 		$293K Buy
3,358
+306
+10% +$27.9K 0.09% 159
2022
Q2 		$261K Buy
3,052
+339
+12% +$30.6K 0.09% 181
2022
Q1 		$224K Buy
+2,713
New +$211K 0.06% 254
2021
Q3 		$173K Sell
2,941
-4
-0.1% -$228 0.06% 240
2021
Q2 		$186K Sell
2,945
-80
-3% -$4.78K 0.07% 235
2021
Q1 		$169K Buy
+3,025
New +$159K 0.1% 190

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return