Joule Financial, LLC XOM Holdings History

Number of Shares
6,276.00
Current Holdings Value*
$676,550.00
% of Portfolio
0.22%
Total Estimate Gain
$-57,052.07
% of Total Estimate Gain
-2.18%

Joule Financial, LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, Joule Financial, LLC held 6,276.00 shares of Exxon Mobil Corp(XOM), totaling $676,550.00. This investment constitutes 0.22% of their stock portfolio, and Joule Financial, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2022Q4. And since then Joule Financial, LLC has made 8 purchases of XOM, at an average price of $112.40, for a total of 23,329.00 shares. In addition, there have been 3 sales at an average price of $109.98 for 17,053.00 shares. Based on historical transaction data and XOM's current price of $109.90, Joule Financial, LLC's estimated gain on his XOM holdings is $-57,052.07, reflecting a -2.18% gain to date.

Joule Financial, LLC XOM ($109.90) Holding Chart

Joule Financial, LLC XOM ($109.90) 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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