A detailed history of Heritage Wealth Management, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 2,420 shares of XOM stock, worth $284,737. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,420
Previous 2,406 0.58%
Holding current value
$284,737
Previous $279,000 0.36%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Jul 30, 2024

BUY
$108.36 - $122.2 $1,517 - $1,710
14 Added 0.58%
2,420 $278,000
Q1 2024

Apr 25, 2024

BUY
$96.8 - $116.24 $232,900 - $279,673
2,406 New
2,406 $279,000
Q4 2022

Feb 13, 2023

BUY
$91.92 - $114.2 $346,078 - $429,963
3,765 Added 112.12%
7,123 $785,000
Q3 2022

Nov 14, 2022

BUY
$83.14 - $100.12 $25,440 - $30,636
306 Added 10.03%
3,358 $293,000
Q2 2022

Aug 15, 2022

BUY
$82.26 - $104.59 $27,886 - $35,456
339 Added 12.5%
3,052 $261,000
Q1 2022

Aug 15, 2022

SELL
$63.54 - $87.78 $14,487 - $20,013
-228 Reduced 7.75%
2,713 $224,000
Q3 2021

Nov 10, 2021

SELL
$52.73 - $63.26 $210 - $253
-4 Reduced 0.14%
2,941 $173,000
Q2 2021

Aug 11, 2021

SELL
$55.27 - $64.66 $4,421 - $5,172
-80 Reduced 2.64%
2,945 $186,000
Q1 2021

Jul 16, 2021

BUY
$41.5 - $61.97 $125,537 - $187,459
3,025 New
3,025 $169,000

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 $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, LLC Portfolio

Follow Heritage Wealth Management, LLC 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, LLC, based on Form 13F filings with the SEC.

News

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