Position in XOM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,488,107
-$922,859 QoQ
Shares Held
32,827
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,221
of 3,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Heritage Wealth Advisors holds $6,139,526 across 4 Oil & Gas Integrated names. XOM ranks #1 (73.1% of the industry book) .
All Filings in XOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,488,107 | 32,827 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,410,966 | 31,893 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,956,658 | 32,879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,717,142 | 32,968 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,543,170 | 32,868 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,952,400 | 33,233 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,581,973 | 33,299 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,026,858 | 34,353 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,870,219 | 33,619 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $4,090,950 | 35,194 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $3,593,681 | 35,944 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $4,185,024 | 35,593 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $3,822,282 | 35,639 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $3,908,172 | 35,639 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,930,981 | 35,639 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $3,140,977 | 35,975 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $3,151,552 | 36,800 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,815,080 | 34,085 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,096,430 | 34,261 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $1,907,885 | 32,436 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,080,504 | 32,982 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,874,883 | 33,582 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,376,583 | 33,396 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,119,741 | 32,617 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,437,748 | 32,150 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,138,568 | 29,986 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||