Heritage Wealth Partners’s Exxon Mobil XOM Stock Holding History

Heritage Wealth Partners’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
2025 Q1	$1.21M	Sell
2024 Q4	$1.63M	Sell
2024 Q3	$1.86M	Sell
2024 Q2	$2.06M	Buy
2024 Q1	$917K	Hold
2023 Q4	$917K	Buy
2023 Q3	$1.03M	Sell
2023 Q2	$956K	Buy
2023 Q1	$603K	Sell
2022 Q4	$1.05M	Buy