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

Heritage Wealth Management (California)’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	$443K	Buy	3,241 +73	+2%	+$10.9K	0.17%	70
2026 Q1	$537K	Sell	3,168 -112	-3%	-$16.3K	0.3%	56
2025 Q4	$395K	Sell	3,280 -91	-3%	-$10.6K	0.25%	63
2025 Q3	$380K	Sell	3,371 -549	-14%	-$61K	0.25%	65
2025 Q2	$423K	Sell	3,920 -33	-0.8%	-$3.53K	0.28%	57
2025 Q1	$470K	Sell	3,953 -20	-0.5%	-$2.21K	0.35%	51
2024 Q4	$427K	Buy	3,973 +19	+0.5%	+$2.22K	0.31%	51
2024 Q3	$463K	Buy	3,954 +14	+0.4%	+$1.62K	0.33%	53
2024 Q2	$454K	Buy	3,940 +396	+11%	+$46.1K	0.33%	51
2024 Q1	$412K	Sell	3,544 -47	-1%	-$4.92K	0.31%	53
2023 Q4	$359K	Buy	+3,591	New	+$377K	0.29%	56

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Heritage Wealth Management (California)'s XOM Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its ExxonMobil (XOM) stake by 2.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,241 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #70.

Heritage Wealth Management (California) first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $537K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Heritage Wealth Management (California) held 3,241 shares of ExxonMobil worth $443K as of Q2 2026.
Heritage Wealth Management (California) bought 73 ExxonMobil shares in Q2 2026, an estimated $10.9K.
ExxonMobil made up 0.17% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #70 holding.
Heritage Wealth Management (California) first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Heritage Wealth Management (California)'s ExxonMobil position peaked at $537K in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.