Marshall Investment Management’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	–	Sell	-24,362	Closed	-$2.9M	–	245
2025 Q1	$2.9M	Sell	24,362 -933	-4%	-$111K	1.8%	19
2024 Q4	$2.97M	Buy	+25,295	New	+$2.97M	1.75%	21