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Elwood & Goetz Wealth Advisory Group’s ExxonMobil XOM Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$342K Buy
2,504
+9
+0.4% +$1.35K 0.05% 112
2026
Q1 		$423K Sell
2,495
-397
-14% -$57.9K 0.07% 79
2025
Q4 		$348K Buy
2,892
+300
+12% +$34.8K 0.06% 89
2025
Q3 		$292K Sell
2,592
-1,352
-34% -$150K 0.06% 98
2025
Q2 		$425K Buy
3,944
+1,781
+82% +$190K 0.09% 64
2025
Q1 		$257K Buy
2,163
+50
+2% +$5.53K 0.06% 82
2024
Q4 		$227K Buy
2,113
+271
+15% +$31.7K 0.06% 90
2024
Q3 		$216K Sell
1,842
-290
-14% -$33.5K 0.05% 100
2024
Q2 		$245K Sell
2,132
-262
-11% -$30.5K 0.07% 68
2024
Q1 		$278K Hold
2,394
– – 0.07% 69
2023
Q4 		$239K Buy
2,394
+77
+3% +$8.09K 0.05% 74
2023
Q3 		$272K Buy
2,317
+240
+12% +$26.3K 0.06% 63
2023
Q2 		$223K Sell
2,077
-78
-4% -$8.51K 0.05% 65
2023
Q1 		$236K Sell
2,155
-262
-11% -$29K 0.06% 60
2022
Q4 		$267K Sell
2,417
-182
-7% -$19.5K 0.08% 54
2022
Q3 		$227K Sell
2,599
-14
-0.5% -$1.28K 0.08% 55
2022
Q2 		$224K Sell
2,613
-186
-7% -$16.8K 0.07% 56
2022
Q1 		$231K Buy
+2,799
New +$218K 0.07% 60
2020
Q1 		– Sell
-4,018
Closed -$280K – 36
2019
Q4 		$280K Hold
4,018
– – 0.2% 28
2019
Q3 		$284K Hold
4,018
– – 0.22% 27
2019
Q2 		$308K Hold
4,018
– – 0.26% 26
2019
Q1 		$325K Sell
4,018
-2,461
-38% -$188K 0.3% 22
2018
Q4 		$442K Buy
+6,479
New +$508K 0.47% 19

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Elwood & Goetz Wealth Advisory Group's XOM Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its ExxonMobil (XOM) stake by 0.36% in Q2 2026, buying an estimated $1.35K and bringing the position to 2,504 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #112.

Elwood & Goetz Wealth Advisory Group first reported a position in XOM in Q4 2018 and has held it in 23 quarters since. The position peaked at $442K in Q4 2018. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,504 shares of ExxonMobil worth $342K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 9 ExxonMobil shares in Q2 2026, an estimated $1.35K.
  • ExxonMobil made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #112 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in ExxonMobil in Q4 2018 and has held it in 23 quarters since.
  • Elwood & Goetz Wealth Advisory Group's ExxonMobil position peaked at $442K in Q4 2018.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.