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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XOM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its ExxonMobil (XOM) stake by 0.58% in Q2 2024, buying an estimated $1.63K and bringing the position to 2,420 shares worth $279K. The position accounts for 0.15% of the portfolio, ranked #126.

Heritage Wealth Management (Arizona) first reported a position in XOM in Q1 2021 and has held it in 9 quarters since. The position peaked at $786K in Q4 2022. 3,929 funds tracked by Wall St. Rank hold XOM as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,420 shares of ExxonMobil worth $279K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 14 ExxonMobil shares in Q2 2024, an estimated $1.63K.
ExxonMobil made up 0.15% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #126 holding.
Heritage Wealth Management (Arizona) first reported a position in ExxonMobil in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s ExxonMobil position peaked at $786K in Q4 2022.
3,929 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.