Bogart Wealth, LLC XOM Holdings History
Bogart Wealth, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 1.32 Mil shares of Exxon Mobil Corp(XOM), totaling $156.69 Mil. This investment constitutes 7.39% of their stock portfolio, and Bogart Wealth, LLC now holds 0.03% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2018Q2. And since then Bogart Wealth, LLC has made 19 purchases of XOM, at an average price of $64.82, for a total of 2.02 Mil shares. In addition, there have been 10 sales at an average price of $102.61 for 698,103.00 shares. Based on historical transaction data and XOM's current price of $108.54, Bogart Wealth, LLC's estimated gain on his XOM holdings is $83.97 Mil, reflecting a 64.27% gain to date.
Bogart Wealth, LLC XOM ($108.54) Holding Chart
Bogart Wealth, LLC XOM ($108.54) 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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