Heritage Wealth Management (California)’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 | $423K | Sell |
3,920
-33
| -0.8% | -$3.56K | 0.28% | 56 |
|
|
2025
Q1 | $470K | Sell |
3,953
-20
| -0.5% | -$2.38K | 0.35% | 50 |
|
|
2024
Q4 | $427K | Buy |
3,973
+19
| +0.5% | +$2.04K | 0.31% | 50 |
|
|
2024
Q3 | $463K | Buy |
3,954
+14
| +0.4% | +$1.64K | 0.33% | 45 |
|
|
2024
Q2 | $454K | Buy |
3,940
+396
| +11% | +$45.6K | 0.33% | 44 |
|
|
2024
Q1 | $412K | Sell |
3,544
-47
| -1% | -$5.46K | 0.31% | 47 |
|
|
2023
Q4 | $359K | Buy |
+3,591
| New | +$359K | 0.29% | 50 |
|