Confluence Wealth Services, Inc. XOM Holdings History
Confluence Wealth Services, Inc.'s Exxon Mobil Corp Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 107,544.00 shares of Exxon Mobil Corp(XOM), totaling $11.55 Mil. This investment constitutes 0.73% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2021Q4. And since then Confluence Wealth Services, Inc. has made 12 purchases of XOM, at an average price of $92.87, for a total of 114,807.00 shares. In addition, there have been 1 sales at an average price of $91.30 for 7,263.00 shares. Based on historical transaction data and XOM's current price of $112.20, Confluence Wealth Services, Inc.'s estimated gain on his XOM holdings is $2.07 Mil, reflecting a 19.39% gain to date.
Confluence Wealth Services, Inc. XOM ($112.20) Holding Chart
Confluence Wealth Services, Inc. XOM ($112.20) 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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