Monterey Private Wealth, Inc. XOM Holdings History
Monterey Private Wealth, Inc.'s Exxon Mobil Corp Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 13,301.00 shares of Exxon Mobil Corp(XOM), totaling $1.58 Mil. This investment constitutes 0.47% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2020Q3. And since then Monterey Private Wealth, Inc. has made 6 purchases of XOM, at an average price of $54.20, for a total of 27,698.00 shares. In addition, there have been 11 sales at an average price of $106.45 for 14,397.00 shares. Based on historical transaction data and XOM's current price of $109.76, Monterey Private Wealth, Inc.'s estimated gain on his XOM holdings is $1.49 Mil, reflecting a 99.32% gain to date.
Monterey Private Wealth, Inc. XOM ($109.76) Holding Chart
Monterey Private Wealth, Inc. XOM ($109.76) 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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