Heritage Wealth Partners’s ExxonMobil 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	10,193 -4,949	-33%	-$547K	1.85%	15
2024 Q4	$1.63M	Sell	15,142 -743	-5%	-$86.9K	2.04%	17
2024 Q3	$1.86M	Sell	15,885 -1,998	-11%	-$231K	2.19%	16
2024 Q2	$2.06M	Buy	17,883 +8,713	+95%	+$1.01M	2.98%	10
2024 Q1	$917K	Hold	9,170	–	–	1.87%	18
2023 Q4	$917K	Buy	9,170 +369	+4%	+$38.8K	1.87%	18
2023 Q3	$1.03M	Sell	8,801 -110	-1%	-$12.1K	2.21%	14
2023 Q2	$956K	Buy	8,911 +3,411	+62%	+$372K	0.56%	40
2023 Q1	$603K	Sell	5,500 -4,004	-42%	-$443K	0.48%	26
2022 Q4	$1.05M	Buy	+9,504	New	+$1.02M	0.96%	20

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Partners's XOM Position: Q1 2025 in Review

Heritage Wealth Partners reduced its ExxonMobil (XOM) stake by 33% in Q1 2025, selling an estimated $547K and leaving 10,193 shares worth $1.21M. The position accounts for 1.85% of the portfolio, ranked #15.

Heritage Wealth Partners first reported a position in XOM in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.06M in Q2 2024. 4,267 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

Heritage Wealth Partners held 10,193 shares of ExxonMobil worth $1.21M as of Q1 2025.
Heritage Wealth Partners sold 4,949 ExxonMobil shares in Q1 2025, an estimated $547K.
ExxonMobil made up 1.85% of Heritage Wealth Partners's portfolio in Q1 2025, its #15 holding.
Heritage Wealth Partners first reported a position in ExxonMobil in Q4 2022 and has held it in 10 quarters since.
Heritage Wealth Partners's ExxonMobil position peaked at $2.06M in Q2 2024.
4,267 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.