Number of Shares
54,854.00
Current Holdings Value*
$6.52 Mil
% of Portfolio
4.49%
Total Estimate Gain
$190,365.44
% of Total Estimate Gain
3.06%

ALLEN WEALTH MANAGEMENT, LLC's Exxon Mobil Corp Holding Summary

As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 54,854.00 shares of Exxon Mobil Corp(XOM), totaling $6.52 Mil. This investment constitutes 4.49% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 2 purchases of XOM, at an average price of $105.11, for a total of 59,179.00 shares. In addition, there have been 3 sales at an average price of $115.33 for 4,325.00 shares. Based on historical transaction data and XOM's current price of $107.77, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his XOM holdings is $190,365.44, reflecting a 3.06% gain to date.

ALLEN WEALTH MANAGEMENT, LLC XOM ($107.77) Holding Chart

ALLEN WEALTH MANAGEMENT, LLC XOM ($107.77) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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