Heritage Wealth Management (Texas)’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 | $924K | Buy |
8,573
+149
| +2% | +$16.1K | 0.46% | 17 |
|
|
2025
Q1 | $1M | Sell |
8,424
-139
| -2% | -$16.5K | 0.58% | 16 |
|
|
2024
Q4 | $921K | Sell |
8,563
-2,561
| -23% | -$275K | 0.54% | 15 |
|
|
2024
Q3 | $1.3M | Sell |
11,124
-9
| -0.1% | -$1.06K | 0.76% | 15 |
|
|
2024
Q2 | $1.28M | Sell |
11,133
-220
| -2% | -$25.3K | 0.8% | 15 |
|
|
2024
Q1 | $1.32M | Buy |
11,353
+1,119
| +11% | +$130K | 0.86% | 14 |
|
|
2023
Q4 | $1.02M | Sell |
10,234
-899
| -8% | -$89.9K | 0.72% | 16 |
|
|
2023
Q3 | $1.31M | Buy |
11,133
+495
| +5% | +$58.2K | 1.19% | 12 |
|
|
2023
Q2 | $1.14M | Sell |
10,638
-1,037
| -9% | -$111K | 1.01% | 12 |
|
|
2023
Q1 | $1.28M | Buy |
11,675
+787
| +7% | +$86.3K | 1.23% | 11 |
|
|
2022
Q4 | $1.2M | Buy |
+10,888
| New | +$1.2M | 1.22% | 11 |
|