AssuredPartners Investment Advisors’s Exxon Mobil XOM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.02M	Buy	46,612 +2,198	+5%	+$237K	1.23%	22
2025 Q1	$5.28M	Buy	44,414 +1,964	+5%	+$234K	1.02%	19
2024 Q4	$4.57M	Buy	+42,450	New	+$4.57M	0.89%	24