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Exxon Mobil Corp shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of Exxon Mobil Corp shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in Exxon Mobil Corp

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corp held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exxon Mobil Corp by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 8.5k 136.72

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

Top funds holding Exxon Mobil Corp

Amundi
Ensign Peak Advisors
Public Employees' Retirement Association of Colorado
Cullen Capital Management
Wintrust Financial Corporation
Petroleum & Resources Corporation
Bogart Wealth
Bahl & Gaynor
Kornitzer Capital Management
Argent Capital Management
S & Co
Quotient Wealth Partners
Foundation Resource Management
Daymark Wealth Partners
Williams Jones Wealth Management

View all funds holding Exxon Mobil Corp