Number of Shares
41,708.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
1.09%
Total Estimate Gain
$392,616.16
% of Total Estimate Gain
6.13%

Cypress Point Wealth Management, LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, Cypress Point Wealth Management, LLC held 41,708.00 shares of Exxon Mobil Corp(XOM), totaling $4.50 Mil. This investment constitutes 1.09% 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 6 sales at an average price of $109.61 for 19,492.00 shares. Based on historical transaction data and XOM's current price of $111.66, Cypress Point Wealth Management, LLC's estimated gain on his XOM holdings is $392,616.16, reflecting a 6.13% gain to date.

Cypress Point Wealth Management, LLC XOM ($111.66) Holding Chart

Cypress Point Wealth Management, LLC XOM ($111.66) 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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