GoalVest Advisory’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$99.7K Hold
2025
Q2
$95.3K Buy
2025
Q1
$42.7K Sell
2024
Q4
$40.1K Buy
2024
Q3
$38.6K Hold
2024
Q2
$37.9K Sell
2024
Q1
$143K Buy
2023
Q4
$119K Buy
2023
Q3
$118K Buy
2023
Q2
$102K Buy
2023
Q1
$68.3K Hold
2022
Q4
$68.7K Hold
2022
Q3
$54K Sell
2022
Q2
$104K Buy
2022
Q1
$38K Buy
2021
Q2
$107K Buy
2021
Q1
$91K Buy
2020
Q4
$67K Buy