SEC 13F Intelligence

Heritage Wealth Partners, LLC / EXMOC

Heritage Wealth Partners, LLC’s Exxon Mobil Corp Position

Does Heritage Wealth Partners, LLC own Exxon Mobil Corp (EXMOC)? Yes — 10.2K shares worth $1M (+1.85% of its 13F portfolio) as of Q1 2025, down from 15.1K shares the prior filed quarter.

Position Value
$1M
Q1 2025
Shares
10.2K
% of Portfolio
+1.85%
Quarters Held
10
currently held

Position History EXMOC

Reported value by quarter
Q4 ’22: $1MQ4 ’22Q1 ’23: $603,130Q2 ’23: $955,690Q2 ’23Q3 ’23: $1MQ4 ’23: $916,826Q4 ’23Q1 ’24: $916,826Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202510.2K$1M+1.85%
Q4 202415.1K$2M+2.04%
Q3 202415.9K$2M+2.19%
Q2 202417.9K$2M+2.98%
Q1 20249.2K$916,826+1.87%
Q4 20239.2K$916,826+1.87%
Q3 20238.8K$1M+2.21%
Q2 20238.9K$955,690+0.56%
Q1 20235.5K$603,130+0.48%
Q4 20229.5K$1M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of EXMOC.