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Disclosery

GoalVest Advisory LLC: XOM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GoalVest Advisory LLC on XOM, newest first. How the timeline and the estimate are built.

GoalVest Advisory LLC held 2,589 XOM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,589 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $421,360.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,650 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $362,308.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).