MSWA
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Marshall & Sterling Wealth Advisors’s Exxon Mobil XOM Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Sell
2,483
-331
-12% -$35.6K 0.18% 70
2025
Q1 		$335K Buy
2,814
+414
+17% +$49.2K 0.23% 65
2024
Q4 		$258K Buy
+2,400
New +$258K 0.18% 75