Elwood & Goetz Wealth Advisory Group’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
3,944
+1,781
| +82% | +$192K | 0.09% | 64 |
|
|
2025
Q1 | $257K | Buy |
2,163
+50
| +2% | +$5.95K | 0.06% | 82 |
|
|
2024
Q4 | $227K | Buy |
2,113
+271
| +15% | +$29.2K | 0.06% | 90 |
|
|
2024
Q3 | $216K | Sell |
1,842
-290
| -14% | -$34K | 0.05% | 100 |
|
|
2024
Q2 | $245K | Sell |
2,132
-262
| -11% | -$30.2K | 0.07% | 68 |
|
|
2024
Q1 | $278K | Hold |
2,394
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $239K | Buy |
2,394
+77
| +3% | +$7.7K | 0.05% | 74 |
|
|
2023
Q3 | $272K | Buy |
2,317
+240
| +12% | +$28.2K | 0.06% | 63 |
|
|
2023
Q2 | $223K | Sell |
2,077
-78
| -4% | -$8.37K | 0.05% | 65 |
|
|
2023
Q1 | $236K | Sell |
2,155
-262
| -11% | -$28.7K | 0.06% | 60 |
|
|
2022
Q4 | $267K | Sell |
2,417
-182
| -7% | -$20.1K | 0.08% | 54 |
|
|
2022
Q3 | $227K | Sell |
2,599
-14
| -0.5% | -$1.22K | 0.08% | 55 |
|
|
2022
Q2 | $224K | Sell |
2,613
-186
| -7% | -$15.9K | 0.07% | 56 |
|
|
2022
Q1 | $231K | Buy |
+2,799
| New | +$231K | 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% | -$199K | 0.3% | 22 |
|
|
2018
Q4 | $442K | Buy |
+6,479
| New | +$442K | 0.47% | 19 |
|