GoalVest Advisory’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 | $95.3K | Buy |
884
+525
| +146% | +$56.6K | 0.02% | 172 |
|
|
2025
Q1 | $42.7K | Sell |
359
-14
| -4% | -$1.67K | 0.01% | 195 |
|
|
2024
Q4 | $40.1K | Buy |
373
+44
| +13% | +$4.73K | 0.01% | 200 |
|
|
2024
Q3 | $38.6K | Hold |
329
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $37.9K | Sell |
329
-901
| -73% | -$104K | 0.01% | 191 |
|
|
2024
Q1 | $143K | Buy |
1,230
+37
| +3% | +$4.3K | 0.05% | 133 |
|
|
2023
Q4 | $119K | Buy |
1,193
+186
| +18% | +$18.6K | 0.05% | 85 |
|
|
2023
Q3 | $118K | Buy |
1,007
+54
| +6% | +$6.35K | 0.06% | 93 |
|
|
2023
Q2 | $102K | Buy |
953
+330
| +53% | +$35.4K | 0.05% | 96 |
|
|
2023
Q1 | $68.3K | Hold |
623
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $68.7K | Hold |
623
| – | – | 0.04% | 98 |
|
|
2022
Q3 | $54K | Sell |
623
-603
| -49% | -$52.3K | 0.04% | 108 |
|
|
2022
Q2 | $104K | Buy |
1,226
+760
| +163% | +$64.5K | 0.07% | 127 |
|
|
2022
Q1 | $38K | Buy |
+466
| New | +$38K | 0.02% | 170 |
|
|
2021
Q2 | $107K | Buy |
1,691
+60
| +4% | +$3.8K | 0.07% | 129 |
|
|
2021
Q1 | $91K | Buy |
1,631
+6
| +0.4% | +$335 | 0.07% | 112 |
|
|
2020
Q4 | $67K | Buy |
+1,625
| New | +$67K | 0.06% | 103 |
|