LWA
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LifeGoal Wealth Advisors’s Exxon Mobil XOM Stock Holding History

LifeGoal Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Sell
2,929
-385
-12% -$41.5K 0.3% 46
2025
Q1 		$394K Hold
3,314
– – 0.43% 45
2024
Q4 		$356K Buy
+3,314
New +$356K 0.39% 44