Number of Shares
54,661.00
Current Holdings Value*
$6.03 Mil
% of Portfolio
3.57%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
31.79%

Aevitas Wealth Management, Inc.'s Exxon Mobil Corp Holding Summary

As of 2022-12-31, Aevitas Wealth Management, Inc. held 54,661.00 shares of Exxon Mobil Corp(XOM), totaling $6.03 Mil. This investment constitutes 3.57% of their stock portfolio, and Aevitas Wealth Management, Inc. now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2018Q2. And since then Aevitas Wealth Management, Inc. has made 13 purchases of XOM, at an average price of $74.38, for a total of 75,167.00 shares. In addition, there have been 6 sales at an average price of $51.63 for 20,506.00 shares. Based on historical transaction data and XOM's current price of $115.43, Aevitas Wealth Management, Inc.'s estimated gain on his XOM holdings is $1.78 Mil, reflecting a 31.79% gain to date.

Aevitas Wealth Management, Inc. XOM ($115.43) Holding Chart

Aevitas Wealth Management, Inc. XOM ($115.43) 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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