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Exxon Mobil Corporation shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Exxon Mobil Corporation (XOM) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Exxon Mobil Corporation

Tip: Access up to 7 years of quarterly data

All positions including Exxon Mobil Corporation held by Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 1.5k 169.61
2024-09-30 $348k 3.0k 117.22

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Managed Portfolio Series Kensington Hedge (KHPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Managed Portfolio Series Kensington Cr Op (KAMO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Managed Portfolio Series Leuthold Select (LST)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Exxon Mobil Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Northern Trust
Franklin Resources
Goldman Sachs Group
Charles Schwab Investment Management
Capital Research Global Investors

View all funds holding Exxon Mobil Corporation