Number of Shares
107,421.00
Current Holdings Value*
$12.78 Mil
% of Portfolio
3.26%
Total Estimate Gain
$3.57 Mil
% of Total Estimate Gain
41.09%

Coastal Bridge Advisors, LLC's Exxon Mobil Corp Holding Summary

As of 2025-03-31, Coastal Bridge Advisors, LLC held 107,421.00 shares of Exxon Mobil Corp(XOM), totaling $12.78 Mil. This investment constitutes 3.26% of their stock portfolio, and Coastal Bridge Advisors, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2018Q2. And since then Coastal Bridge Advisors, LLC has made 26 purchases of XOM, at an average price of $79.65, for a total of 108,997.00 shares. In addition, there have been 2 sales at an average price of $76.26 for 1,576.00 shares. Based on historical transaction data and XOM's current price of $112.91, Coastal Bridge Advisors, LLC's estimated gain on his XOM holdings is $3.57 Mil, reflecting a 41.09% gain to date.

Coastal Bridge Advisors, LLC XOM ($112.91) Holding Chart

Coastal Bridge Advisors, LLC XOM ($112.91) 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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