Heron Financial Group, LLC Exxon Mobil Corp Transaction History

Heron Financial Group, LLC

$185 Million
Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Exxon Mobil Corp stock. As of the latest transaction made, Heron Financial Group, LLC holds 16,762 shares of XOM stock, worth $1.78 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

16,762

Previous 16,786 0.14%

Holding current value

$1.78 Million

Previous $1.84 Million 2.34%

% of portfolio

0.97%

Previous 1.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$102.18 - $118.34 $2,452 - $2,840	-24 Reduced 0.14%	16,762 $1.8 Million
Q1 2023 Apr 19, 2023	SELL	$99.84 - $119.17 $207,267 - $247,396	-2,076 Reduced 11.01%	16,786 $1.84 Million
Q4 2022 Feb 14, 2023	SELL	$91.92 - $114.2 $11,030 - $13,704	-120 Reduced 0.63%	18,862 $2.08 Million
Q3 2022 Oct 27, 2022	BUY	$83.14 - $100.12 $79,814 - $96,115	960 Added 5.33%	18,982 $1.66 Million
Q2 2022 Jul 29, 2022	BUY	$82.26 - $104.59 $23,773 - $30,226	289 Added 1.63%	18,022 $1.54 Million
Q1 2022 May 12, 2022	SELL	$63.54 - $87.78 $53,818 - $74,349	-847 Reduced 4.56%	17,733 $1.47 Million
Q4 2021 Feb 04, 2022	BUY	$59.16 - $66.36 $2,839 - $3,185	48 Added 0.26%	18,580 $1.5 Million
Q3 2021 Nov 04, 2021	BUY	$52.73 - $63.26 $105 - $126	2 Added 0.01%	18,532 $1.09 Million
Q1 2021 Apr 14, 2021	SELL	$41.5 - $61.97 $11,869 - $17,723	-286 Reduced 1.52%	18,530 $1.06 Million
Q4 2020 Feb 16, 2021	SELL	$31.57 - $44.01 $48,491 - $67,599	-1,536 Reduced 7.55%	18,816 $846,000
Q3 2020 Oct 15, 2020	BUY	$34.28 - $44.97 $151,826 - $199,172	4,429 Added 27.82%	20,352 $687,000
Q2 2020 Jul 20, 2020	BUY	$37.53 - $54.74 $32,838 - $47,897	875 Added 5.81%	15,923 $679,000
Q1 2020 Apr 23, 2020	BUY	$31.45 - $70.9 $3,742 - $8,437	119 Added 0.8%	15,048 $638,000
Q4 2019 Feb 14, 2020	BUY	$66.7 - $73.09 $995,764 - $1.09 Million	14,929 New	14,929 $904,000

Others Institutions Holding XOM

# of Institutions

4,319

Shares Held

2.62B

Call Options Held

44.8M

Put Options Held

38.5M

View Full List

About EXXON MOBIL CORP

Ticker XOM
Exchange NYSE
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 4,167,640,064
Market Cap $444B
Description
Exxon Mobil Corporation explores for and produces crude oil and natural gas in the United States and internationally. It operates through Upstream, Downstream, and Chemical segments. The company is also involved in the manufacture, trade, transport, and sale of crude oil, natural gas, petroleum products, petrochemicals, and other specialty produ...

More about XOM

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Heron Financial Group, LLC Exxon Mobil Corp Transaction History