Number of Shares
66,832.00
Current Holdings Value*
$7.20 Mil
% of Portfolio
1.92%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
74.22%

McElhenny Sheffield Capital Management, LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, McElhenny Sheffield Capital Management, LLC held 66,832.00 shares of Exxon Mobil Corp(XOM), totaling $7.20 Mil. This investment constitutes 1.92% of their stock portfolio, and McElhenny Sheffield Capital Management, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2021Q3. And since then McElhenny Sheffield Capital Management, LLC has made 6 purchases of XOM, at an average price of $63.25, for a total of 72,605.00 shares. In addition, there have been 7 sales at an average price of $103.39 for 5,773.00 shares. Based on historical transaction data and XOM's current price of $110.79, McElhenny Sheffield Capital Management, LLC's estimated gain on his XOM holdings is $3.41 Mil, reflecting a 74.22% gain to date.

McElhenny Sheffield Capital Management, LLC XOM ($110.79) Holding Chart

McElhenny Sheffield Capital Management, LLC XOM ($110.79) 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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