Number of Shares
74,800.00
Current Holdings Value*
$8.90 Mil
% of Portfolio
3.47%
Total Estimate Gain
$5.10 Mil
% of Total Estimate Gain
69.34%

Bell & Brown Wealth Advisors, LLC's Exxon Mobil Corp Holding Summary

As of 2025-03-31, Bell & Brown Wealth Advisors, LLC held 74,800.00 shares of Exxon Mobil Corp(XOM), totaling $8.90 Mil. This investment constitutes 3.47% of their stock portfolio, and Bell & Brown Wealth Advisors, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2018Q2. And since then Bell & Brown Wealth Advisors, LLC has made 15 purchases of XOM, at an average price of $61.64, for a total of 119,368.00 shares. In addition, there have been 8 sales at an average price of $98.71 for 44,568.00 shares. Based on historical transaction data and XOM's current price of $107.77, Bell & Brown Wealth Advisors, LLC's estimated gain on his XOM holdings is $5.10 Mil, reflecting a 69.34% gain to date.

Bell & Brown Wealth Advisors, LLC XOM ($107.77) Holding Chart

Bell & Brown 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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