Next Level Wealth Planning, LLC XOM Holdings History
Next Level Wealth Planning, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 5,586.00 shares of Exxon Mobil Corp(XOM), totaling $664,350.00. This investment constitutes 0.5% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2025Q1. And since then Next Level Wealth Planning, LLC has made 1 purchases of XOM, at an average price of $110.59, for a total of 5,586.00 shares. Based on historical transaction data and XOM's current price of $115.43, Next Level Wealth Planning, LLC's estimated gain on his XOM holdings is $27,036.24, reflecting a 4.38% gain to date.
Next Level Wealth Planning, LLC XOM ($115.43) Holding Chart
Next Level Wealth Planning, LLC XOM ($115.43) 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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