Exxon Mobil Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Exxon Mobil Corporation
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Quarterly reported holdings in Exxon Mobil Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 10k | 117.22 |
| 2024-06-30 | $1.2M | 10k | 115.12 |
| 2024-03-31 | $964k | 8.3k | 116.24 |
| 2023-12-31 | $895k | 9.0k | 99.98 |
| 2023-09-30 | $1.1M | 9.0k | 117.58 |
| 2023-06-30 | $1.2M | 11k | 107.25 |
| 2023-03-31 | $1.2M | 11k | 109.66 |
| 2022-12-31 | $1.1M | 10k | 110.30 |
| 2022-09-30 | $920k | 11k | 87.34 |
| 2022-06-30 | $891k | 10k | 85.66 |
| 2022-03-31 | $539k | 6.5k | 82.52 |
| 2021-12-31 | $223k | 3.6k | 61.18 |
| 2021-09-30 | $214k | 3.6k | 58.71 |
| 2021-06-30 | $226k | 3.6k | 63.15 |
| 2019-12-31 | $237k | 3.4k | 69.66 |