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

Heritage Wealth Management (Ohio)’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	$2.76M	Sell	20,220 -201	-1%	-$30.1K	0.69%	37
2026 Q1	$3.46M	Buy	20,421 +54	+0.3%	+$7.88K	1.72%	11
2025 Q4	$2.45M	Sell	20,367 -285	-1%	-$33.1K	0.68%	34
2025 Q3	$2.33M	Buy	20,652 +24	+0.1%	+$2.67K	0.68%	33
2025 Q2	$2.22M	Sell	20,628 -1,445	-7%	-$154K	0.72%	33
2025 Q1	$2.63M	Buy	22,073 +509	+2%	+$56.3K	0.89%	20
2024 Q4	$2.32M	Sell	21,564 -74	-0.3%	-$8.66K	0.77%	28
2024 Q3	$2.54M	Sell	21,638 -1,251	-5%	-$144K	0.83%	25
2024 Q2	$2.59M	Buy	+22,889	New	+$2.67M	0.87%	23

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 (Ohio)'s XOM Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its ExxonMobil (XOM) stake by 0.98% in Q2 2026, selling an estimated $30.1K and leaving 20,220 shares worth $2.76M. The position accounts for 0.69% of the portfolio, ranked #37.

Heritage Wealth Management (Ohio) first reported a position in XOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.46M in Q1 2026. 2,125 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Heritage Wealth Management (Ohio) held 20,220 shares of ExxonMobil worth $2.76M as of Q2 2026.
Heritage Wealth Management (Ohio) sold 201 ExxonMobil shares in Q2 2026, an estimated $30.1K.
ExxonMobil made up 0.69% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #37 holding.
Heritage Wealth Management (Ohio) first reported a position in ExxonMobil in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s ExxonMobil position peaked at $3.46M in Q1 2026.
2,125 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.