Naviter Wealth, LLC XOM Holdings History
Naviter Wealth, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 153,577.00 shares of Exxon Mobil Corp(XOM), totaling $18.08 Mil. This investment constitutes 2.19% of their stock portfolio, and Naviter Wealth, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 11 purchases of XOM, at an average price of $75.17, for a total of 154,620.00 shares. In addition, there have been 1 sales at an average price of $115.47 for 1,043.00 shares. Based on historical transaction data and XOM's current price of $108.63, Naviter Wealth, LLC's estimated gain on his XOM holdings is $5.18 Mil, reflecting a 44.57% gain to date.
Naviter Wealth, LLC XOM ($108.63) Holding Chart
Naviter Wealth, LLC XOM ($108.63) 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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