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
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