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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

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corporation 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 Corporation by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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