Exxon Mobil Corporation shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Exxon Mobil Corporation
Tip: Access up to 7 years of quarterly data
All positions including Exxon Mobil Corporation held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Exxon Mobil Corporation by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 12k | 99.98 |
| 2023-09-30 | $1.1M | 9.7k | 117.58 |
| 2023-06-30 | $1.0M | 9.6k | 107.25 |
| 2023-03-31 | $1.1M | 9.6k | 109.66 |
| 2022-12-31 | $1.1M | 9.6k | 110.30 |
| 2022-09-30 | $837k | 9.6k | 87.22 |
| 2022-06-30 | $843k | 9.8k | 85.63 |
| 2022-03-31 | $813k | 9.8k | 82.58 |
| 2021-12-31 | $661k | 11k | 61.16 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services