Heritage Wealth Partners’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.21M | Sell |
10,193
-4,949
| -33% | -$589K | 1.85% | 15 |
|
|
2024
Q4 | $1.63M | Sell |
15,142
-743
| -5% | -$79.9K | 2.04% | 17 |
|
|
2024
Q3 | $1.86M | Sell |
15,885
-1,998
| -11% | -$234K | 2.19% | 16 |
|
|
2024
Q2 | $2.06M | Buy |
17,883
+8,713
| +95% | +$1M | 2.98% | 10 |
|
|
2024
Q1 | $917K | Hold |
9,170
| – | – | 1.87% | 18 |
|
|
2023
Q4 | $917K | Buy |
9,170
+369
| +4% | +$36.9K | 1.87% | 18 |
|
|
2023
Q3 | $1.03M | Sell |
8,801
-110
| -1% | -$12.9K | 2.21% | 14 |
|
|
2023
Q2 | $956K | Buy |
8,911
+3,411
| +62% | +$366K | 0.56% | 40 |
|
|
2023
Q1 | $603K | Sell |
5,500
-4,004
| -42% | -$439K | 0.48% | 26 |
|
|
2022
Q4 | $1.05M | Buy |
+9,504
| New | +$1.05M | 0.96% | 20 |
|