Position in XOM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,505,624
-$1,865,691 QoQ
Shares Held
62,212
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#840
of 3,872 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in XOM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Heritage Trust Co holds $16,653,642 across 3 Oil & Gas Integrated names. XOM ranks #1 (51.1% of the industry book) .
All Filings in XOM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,505,624 | 62,212 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,371,315 | 61,130 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,307,765 | 60,726 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,997,489 | 62,062 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,684,785 | 62,011 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,573,937 | 63,684 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $7,192,129 | 66,860 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $6,937,015 | 60,259 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $6,804,689 | 58,540 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $5,789,341 | 57,905 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $6,647,972 | 56,540 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $6,082,254 | 56,711 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,010,792 | 54,813 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,217,610 | 56,370 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $4,738,312 | 54,270 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,125,192 | 48,169 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,115,788 | 49,834 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,974,261 | 48,607 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $2,840,534 | 48,292 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $3,844,221 | 60,942 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $3,461,124 | 61,994 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,886,103 | 45,757 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,630,365 | 47,491 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,200,626 | 49,209 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $1,827,495 | 48,130 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||