GWAG
Garrett Wealth Advisory Group’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Buy |
42,506
+283
| +0.7% | +$30.5K | 0.97% | 16 |
|
|
2025
Q1 | $5.02M | Buy |
42,223
+661
| +2% | +$78.6K | 1.12% | 16 |
|
|
2024
Q4 | $4.47M | Buy |
41,562
+1,629
| +4% | +$175K | 1.02% | 16 |
|
|
2024
Q3 | $4.68M | Buy |
39,933
+11,956
| +43% | +$1.4M | 1.16% | 16 |
|
|
2024
Q2 | $3.22M | Buy |
27,977
+12,052
| +76% | +$1.39M | 1.18% | 18 |
|
|
2024
Q1 | $1.85M | Buy |
15,925
+2,325
| +17% | +$270K | 0.76% | 20 |
|
|
2023
Q4 | $1.36M | Sell |
13,600
-336
| -2% | -$33.6K | 0.57% | 21 |
|
|
2023
Q3 | $1.64M | Sell |
13,936
-2,508
| -15% | -$295K | 0.75% | 21 |
|
|
2023
Q2 | $1.76M | Sell |
16,444
-957
| -5% | -$103K | 0.78% | 22 |
|
|
2023
Q1 | $1.91M | Sell |
17,401
-2,677
| -13% | -$294K | 0.93% | 18 |
|
|
2022
Q4 | $2.21M | Sell |
20,078
-7,136
| -26% | -$787K | 1.14% | 17 |
|
|
2022
Q3 | $2.38M | Buy |
27,214
+20,261
| +291% | +$1.77M | 1.33% | 17 |
|
|
2022
Q2 | $595K | Buy |
6,953
+1,216
| +21% | +$104K | 0.32% | 28 |
|
|
2022
Q1 | $474K | Buy |
5,737
+1,340
| +30% | +$111K | 0.24% | 36 |
|
|
2021
Q4 | $269K | Sell |
4,397
-110
| -2% | -$6.73K | 0.13% | 49 |
|
|
2021
Q3 | $265K | Buy |
4,507
+29
| +0.6% | +$1.71K | 0.17% | 44 |
|
|
2021
Q2 | $282K | Sell |
4,478
-478
| -10% | -$30.1K | 0.18% | 40 |
|
|
2021
Q1 | $277K | Buy |
+4,956
| New | +$277K | 0.2% | 38 |
|
|
2020
Q3 | – | Sell |
-5,680
| Closed | -$256K | – | 52 |
|
|
2020
Q2 | $256K | Buy |
+5,680
| New | +$256K | 0.2% | 39 |
|
|
2020
Q1 | – | Sell |
-4,704
| Closed | -$327K | – | 50 |
|
|
2019
Q4 | $327K | Buy |
4,704
+159
| +3% | +$11.1K | 0.24% | 37 |
|
|
2019
Q3 | $321K | Buy |
4,545
+13
| +0.3% | +$918 | 0.22% | 38 |
|
|
2019
Q2 | $348K | Sell |
4,532
-102
| -2% | -$7.83K | 0.28% | 38 |
|
|
2019
Q1 | $375K | Sell |
4,634
-1,017
| -18% | -$82.3K | 0.31% | 37 |
|
|
2018
Q4 | $383K | Buy |
+5,651
| New | +$383K | 0.35% | 30 |
|