Number of Shares
15,058.00
Current Holdings Value*
$1.79 Mil
% of Portfolio
0.71%
Total Estimate Gain
$-47,323.30
% of Total Estimate Gain
-1.57%

Briaud Financial Planning, Inc's Exxon Mobil Corp Holding Summary

As of 2025-03-31, Briaud Financial Planning, Inc held 15,058.00 shares of Exxon Mobil Corp(XOM), totaling $1.79 Mil. This investment constitutes 0.71% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2019Q4. And since then Briaud Financial Planning, Inc has made 11 purchases of XOM, at an average price of $78.80, for a total of 38,288.00 shares. In addition, there have been 7 sales at an average price of $53.83 for 23,230.00 shares. Based on historical transaction data and XOM's current price of $114.19, Briaud Financial Planning, Inc's estimated gain on his XOM holdings is $-47,323.30, reflecting a -1.57% gain to date.

Briaud Financial Planning, Inc XOM ($114.19) Holding Chart

Briaud Financial Planning, Inc XOM ($114.19) 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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