Number of Shares
24,868.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
1.11%
Total Estimate Gain
$373,324.44
% of Total Estimate Gain
8.89%

DELTA FINANCIAL ADVISORS LLC's Exxon Mobil Corp Holding Summary

As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 24,868.00 shares of Exxon Mobil Corp(XOM), totaling $2.96 Mil. This investment constitutes 1.11% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 12 purchases of XOM, at an average price of $80.40, for a total of 52,246.00 shares. In addition, there have been 11 sales at an average price of $68.48 for 27,378.00 shares. Based on historical transaction data and XOM's current price of $108.54, DELTA FINANCIAL ADVISORS LLC's estimated gain on his XOM holdings is $373,324.44, reflecting a 8.89% gain to date.

DELTA FINANCIAL ADVISORS LLC XOM ($108.54) Holding Chart

DELTA FINANCIAL ADVISORS LLC XOM ($108.54) 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 %

Top Ranked Articles

  • 1