A detailed history of Heritage Wealth Management, Inc. transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 20,652 shares of XOM stock, worth $2.43 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
20,652
Previous 20,628 0.12%
Holding current value
$2.43 Million
Previous $2.22 Billion 4.71%
% of portfolio
0.68%
Previous 0.72%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$105.83 - $117.22 $2,539 - $2,813
24 Added 0.12%
20,652 $2.33 Billion
Q2 2025

Aug 14, 2025

SELL
$99.93 - $119.04 $144,398 - $172,012
-1,445 Reduced 6.55%
20,628 $2.22 Billion
Q1 2025

Apr 29, 2025

BUY
$105.44 - $118.93 $53,668 - $60,535
509 Added 2.36%
22,073 $2.63 Billion
Q4 2024

Feb 05, 2025

SELL
$105.51 - $125.37 $7,807 - $9,277
-74 Reduced 0.34%
21,564 $2.32 Billion
Q3 2024

Oct 31, 2024

SELL
$109.72 - $119.0 $137,259 - $148,869
-1,251 Reduced 5.47%
21,638 $2.54 Billion
Q2 2024

Sep 09, 2024

BUY
$108.36 - $122.2 $2.48 Million - $2.8 Million
22,889 New
22,889 $2.59 Billion

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 $490B
  • 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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.