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

Heritage Wealth Management (Texas)’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 		$1.25M Buy
9,141
+453
+5% +$67.8K 0.48% 17
2026
Q1 		$1.47M Sell
8,688
-998
-10% -$146K 0.63% 15
2025
Q4 		$1.17M Buy
9,686
+16
+0.2% +$1.86K 0.51% 16
2025
Q3 		$1.09M Buy
9,670
+1,097
+13% +$122K 0.48% 16
2025
Q2 		$924K Buy
8,573
+149
+2% +$15.9K 0.46% 17
2025
Q1 		$1M Sell
8,424
-139
-2% -$15.4K 0.58% 16
2024
Q4 		$921K Sell
8,563
-2,561
-23% -$300K 0.54% 15
2024
Q3 		$1.3M Sell
11,124
-9
-0.1% -$1.04K 0.76% 15
2024
Q2 		$1.28M Sell
11,133
-220
-2% -$25.6K 0.8% 15
2024
Q1 		$1.32M Buy
11,353
+1,119
+11% +$117K 0.86% 14
2023
Q4 		$1.02M Sell
10,234
-899
-8% -$94.5K 0.72% 16
2023
Q3 		$1.31M Buy
11,133
+495
+5% +$54.3K 1.19% 12
2023
Q2 		$1.14M Sell
10,638
-1,037
-9% -$113K 1.01% 12
2023
Q1 		$1.28M Buy
11,675
+787
+7% +$87K 1.23% 11
2022
Q4 		$1.2M Buy
+10,888
New +$1.17M 1.22% 11

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Heritage Wealth Management (Texas) increased its ExxonMobil (XOM) stake by 5.2% in Q2 2026, buying an estimated $67.8K and bringing the position to 9,141 shares worth $1.25M. The position accounts for 0.48% of the portfolio, ranked #17.

Heritage Wealth Management (Texas) first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Heritage Wealth Management (Texas) held 9,141 shares of ExxonMobil worth $1.25M as of Q2 2026.
  • Heritage Wealth Management (Texas) bought 453 ExxonMobil shares in Q2 2026, an estimated $67.8K.
  • ExxonMobil made up 0.48% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #17 holding.
  • Heritage Wealth Management (Texas) first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
  • Heritage Wealth Management (Texas)'s ExxonMobil position peaked at $1.47M in Q1 2026.
  • 4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.