Elwood & Goetz Wealth Advisory Group’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423K | Sell |
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|
2025
Q4 | $348K | Buy |
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|
2025
Q3 | $292K | Sell |
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|
2025
Q2 | $425K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $227K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $272K | Buy |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $227K | Sell |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $308K | Hold |
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|
2019
Q1 | $325K | Sell |
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|
2018
Q4 | $442K | Buy |
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