Heritage Wealth Management (Ohio)’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	$2.22M	Sell	20,628 -1,445	-7%	-$156K	0.72%	33
2025 Q1	$2.63M	Buy	22,073 +509	+2%	+$60.5K	0.89%	20
2024 Q4	$2.32M	Sell	21,564 -74	-0.3%	-$7.96K	0.77%	28
2024 Q3	$2.54M	Sell	21,638 -1,251	-5%	-$147K	0.83%	25
2024 Q2	$2.59M	Buy	+22,889	New	+$2.59M	0.87%	23