13F

Position

XML Financial, LLC in Conocophillips

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $345.3K$93.61$132.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202510.6K$995.6K0.1%
Q1 20268.99K$1.19M$132.00$345.3K−$153.6K0.1%