A detailed history of Heritage Wealth Partners, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 17,883 shares of XOM stock, worth $2.05 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares
17,883
Previous 9,170 95.02%
Holding current value
$2.05 Million
Previous $917 Million 124.54%
% of portfolio
2.98%
Previous 1.87%

Shares

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

Jul 05, 2024

BUY
$108.36 - $122.2 $944,140 - $1.06 Million
8,713 Added 95.02%
17,883 $2.06 Billion
Q4 2023

Jan 19, 2024

BUY
$98.05 - $115.83 $36,180 - $42,741
369 Added 4.19%
9,170 $917 Million
Q3 2023

Oct 18, 2023

SELL
$100.92 - $120.2 $11,101 - $13,222
-110 Reduced 1.23%
8,801 $1.03 Billion
Q2 2023

Aug 11, 2023

BUY
$102.18 - $118.34 $348,535 - $403,657
3,411 Added 62.02%
8,911 $956 Million
Q1 2023

May 04, 2023

SELL
$99.84 - $119.17 $399,759 - $477,156
-4,004 Reduced 42.13%
5,500 $603 Million
Q4 2022

Feb 10, 2023

BUY
$91.92 - $114.2 $873,607 - $1.09 Million
9,504 New
9,504 $1.05 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 $478B
  • 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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