Heritage Wealth Advisors Exxon Mobil Corp Transaction History

Heritage Wealth Advisors

  • $2.16 Billion
  • Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 33,619 shares of XOM stock, worth $4.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
33,619
Previous 35,194 4.48%
Holding current value
$4.2 Million
Previous $4.09 Million 5.38%
% of portfolio
0.18%
Previous 0.15%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$108.36 - $122.2 $170,667 - $192,465
-1,575 Reduced 4.48%
33,619 $3.87 Million
Q1 2024

May 08, 2024
SELL
$96.8 - $116.24 $101,059 - $121,354
-1,044 Reduced 2.88%
35,194 $4.09 Million
Q4 2023

Feb 09, 2024
BUY
$98.05 - $115.83 $63,242 - $74,710
645 Added 1.81%
36,238 $3.62 Million
Q3 2023

Nov 08, 2023
SELL
$100.92 - $120.2 $4,642 - $5,529
-46 Reduced 0.13%
35,593 $4.19 Million
Q4 2022

Feb 06, 2023
SELL
$91.92 - $114.2 $30,885 - $38,371
-336 Reduced 0.93%
35,639 $3.93 Million
Q3 2022

Nov 10, 2022
SELL
$83.14 - $100.12 $68,590 - $82,599
-825 Reduced 2.24%
35,975 $3.14 Million
Q2 2022

Aug 04, 2022
BUY
$82.26 - $104.59 $223,335 - $283,961
2,715 Added 7.97%
36,800 $3.15 Million
Q1 2022

May 11, 2022
SELL
$63.54 - $87.78 $11,183 - $15,449
-176 Reduced 0.51%
34,085 $2.82 Million
Q4 2021

Feb 02, 2022
BUY
$59.16 - $66.36 $107,967 - $121,107
1,825 Added 5.63%
34,261 $2.1 Million
Q3 2021

Nov 02, 2021
SELL
$52.73 - $63.26 $28,790 - $34,539
-546 Reduced 1.66%
32,436 $1.91 Million
Q2 2021

Aug 09, 2021
SELL
$55.27 - $64.66 $22,881 - $26,769
-414 Reduced 1.24%
32,982 $2.08 Million
Q2 2021

Jul 27, 2021
SELL
$55.27 - $64.66 $10,280 - $12,026
-186 Reduced 0.55%
33,396 $1.38 Million
Q1 2021

Apr 27, 2021
BUY
$41.5 - $61.97 $7,719 - $11,526
186 Added 0.56%
33,582 $1.87 Million
Q4 2020

Feb 01, 2021
BUY
$31.57 - $44.01 $24,593 - $34,283
779 Added 2.39%
33,396 $1.38 Million
Q3 2020

Nov 03, 2020
BUY
$34.28 - $44.97 $16,008 - $21,000
467 Added 1.45%
32,617 $1.12 Million
Q2 2020

Jul 17, 2020
BUY
$37.53 - $54.74 $1.2 Million - $1.75 Million
31,950 Added 15975.0%
32,150 $1.44 Million
Q2 2020

Jul 17, 2020
SELL
$37.53 - $54.74 $1.12 Million - $1.63 Million
-29,786 Reduced 99.33%
200 $1.44 Million
Q1 2020

May 05, 2020
SELL
$31.45 - $70.9 $1.53 Million - $3.45 Million
-48,599 Reduced 61.84%
29,986 $1.14 Million
Q4 2019

Feb 04, 2020
BUY
$66.7 - $73.09 $556,878 - $610,228
8,349 Added 11.89%
78,585 $5.48 Million
Q3 2019

Oct 30, 2019
BUY
$67.19 - $77.63 $637,095 - $736,087
9,482 Added 15.61%
70,236 $4.96 Million
Q2 2019

Aug 05, 2019
BUY
$70.77 - $83.38 $79,191 - $93,302
1,119 Added 1.88%
60,754 $0
Q1 2019

May 06, 2019
BUY
$68.62 - $81.79 $687,846 - $819,862
10,024 Added 20.21%
59,635 $0
Q4 2018

Jan 28, 2019
SELL
$65.51 - $86.51 $44,612 - $58,913
-681 Reduced 1.35%
49,611 $3.38 Million
Q3 2018

Nov 14, 2018
BUY
$76.94 - $86.6 $97,636 - $109,895
1,269 Added 2.59%
50,292 $4.28 Million
Q2 2018

Jul 19, 2018
BUY
$73.22 - $83.6 $240,600 - $274,709
3,286 Added 7.18%
49,023 $4.05 Million
Q1 2018

May 10, 2018
BUY
$72.81 - $89.07 $6,480 - $7,927
89 Added 0.19%
45,737 $3.41 Million
Q4 2017

Feb 02, 2018
BUY
$80.24 - $84.02 $111,934 - $117,207
1,395 Added 3.15%
45,648 $3.82 Million
Q3 2017

Nov 07, 2017
BUY
$76.1 - $82.19 $3.37 Million - $3.64 Million
44,253
44,253 $3.63 Million

Others Institutions Holding XOM

# of Institutions
4,283
Shares Held
2.68B
Call Options Held
42.8M
Put Options Held
31.2M
View Full List

About EXXON MOBIL CORP

XOM Quotes by TradingView
  • Ticker XOM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 4,167,640,064
  • Market Cap $520B
  • 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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