Number of Shares
4,330.00
Current Holdings Value*
$466,770.00
% of Portfolio
0.21%
Total Estimate Gain
$-12,210.60
% of Total Estimate Gain
-2.55%

BCU Wealth Advisors, LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, BCU Wealth Advisors, LLC held 4,330.00 shares of Exxon Mobil Corp(XOM), totaling $466,770.00. This investment constitutes 0.21% of their stock portfolio, and BCU Wealth Advisors, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2025Q1. And since then BCU Wealth Advisors, LLC has made 1 purchases of XOM, at an average price of $110.59, for a total of 4,330.00 shares. Based on historical transaction data and XOM's current price of $107.77, BCU Wealth Advisors, LLC's estimated gain on his XOM holdings is $-12,210.60, reflecting a -2.55% gain to date.

BCU Wealth Advisors, LLC XOM ($107.77) Holding Chart

BCU Wealth Advisors, 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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