Monument Group Wealth Advisors’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
Sell
2025
Q2
$568K Buy
2025
Q1
$592K Buy
2024
Q4
$528K Sell
2024
Q3
$578K Sell
2024
Q2
$571K Hold
2024
Q1
$577K Hold
2023
Q4
$496K Buy