A detailed history of Heritage Financial Services, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heritage Financial Services, LLC holds 15,681 shares of XOM stock, worth $1.91 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
15,681
Previous 13,661 14.79%
Holding current value
$1.91 Million
Previous $1.57 Million 16.92%
% of portfolio
0.25%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$109.72 - $119.0 $221,634 - $240,380
2,020 Added 14.79%
15,681 $1.84 Million
Q2 2024

Jul 23, 2024

BUY
$108.36 - $122.2 $192,555 - $217,149
1,777 Added 14.95%
13,661 $1.57 Million
Q1 2024

May 14, 2024

BUY
$96.8 - $116.24 $37,752 - $45,333
390 Added 3.39%
11,884 $1.38 Million
Q4 2023

Feb 02, 2024

BUY
$98.05 - $115.83 $172,862 - $204,208
1,763 Added 18.12%
11,494 $1.15 Million
Q3 2023

Oct 19, 2023

BUY
$100.92 - $120.2 $17,156 - $20,434
170 Added 1.78%
9,731 $1.14 Million
Q2 2023

Jul 31, 2023

SELL
$102.18 - $118.34 $3,474 - $4,023
-34 Reduced 0.35%
9,561 $1.03 Million
Q1 2023

May 10, 2023

SELL
$99.84 - $119.17 $599 - $715
-6 Reduced 0.06%
9,595 $1.05 Million
Q4 2022

Jan 27, 2023

BUY
$91.92 - $114.2 $459 - $571
5 Added 0.05%
9,601 $0
Q3 2022

Nov 03, 2022

SELL
$83.14 - $100.12 $20,701 - $24,929
-249 Reduced 2.53%
9,596 $837,000
Q1 2022

Aug 30, 2022

SELL
$63.54 - $87.78 $61,125 - $84,444
-962 Reduced 8.9%
9,845 $813,000
Q4 2021

Aug 26, 2022

BUY
$59.16 - $66.36 $639,342 - $717,152
10,807 New
10,807 $661,000

Others Institutions Holding XOM

About EXXON MOBIL CORP


  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $508B
  • Description
  • Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...
More about XOM
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