Number of Shares
61,508.00
Current Holdings Value*
$7.32 Mil
% of Portfolio
0.49%
Total Estimate Gain
$2.73 Mil
% of Total Estimate Gain
5.97%

MERITAGE PORTFOLIO MANAGEMENT's Exxon Mobil Corp Holding Summary

As of 2025-03-31, MERITAGE PORTFOLIO MANAGEMENT held 61,508.00 shares of Exxon Mobil Corp(XOM), totaling $7.32 Mil. This investment constitutes 0.49% of their stock portfolio, and MERITAGE PORTFOLIO MANAGEMENT now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2013Q4. And since then MERITAGE PORTFOLIO MANAGEMENT has made 15 purchases of XOM, at an average price of $96.83, for a total of 471,608.00 shares. In addition, there have been 18 sales at an average price of $101.79 for 410,100.00 shares. Based on historical transaction data and XOM's current price of $108.05, MERITAGE PORTFOLIO MANAGEMENT's estimated gain on his XOM holdings is $2.73 Mil, reflecting a 5.97% gain to date.

MERITAGE PORTFOLIO MANAGEMENT XOM ($108.05) Holding Chart

MERITAGE PORTFOLIO MANAGEMENT XOM ($108.05) 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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