Cypress Point Wealth Management, LLC XOM Holdings History
Cypress Point Wealth Management, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, Cypress Point Wealth Management, LLC held 49,852.00 shares of Exxon Mobil Corp(XOM), totaling $5.93 Mil. This investment constitutes 1.88% of their stock portfolio, and Cypress Point Wealth Management, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2020Q4. And since then Cypress Point Wealth Management, LLC has made 3 purchases of XOM, at an average price of $104.59, for a total of 61,200.00 shares. In addition, there have been 5 sales at an average price of $111.42 for 11,348.00 shares. Based on historical transaction data and XOM's current price of $109.38, Cypress Point Wealth Management, LLC's estimated gain on his XOM holdings is $316,171.68, reflecting a 4.94% gain to date.
Cypress Point Wealth Management, LLC XOM ($109.38) Holding Chart
Cypress Point Wealth Management, LLC XOM ($109.38) 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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