Number of Shares
50,894.00
Current Holdings Value*
$5.56 Mil
% of Portfolio
1.34%
Total Estimate Gain
$-161,398.04
% of Total Estimate Gain
-2.46%

ORG Wealth Partners, LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, ORG Wealth Partners, LLC held 50,894.00 shares of Exxon Mobil Corp(XOM), totaling $5.56 Mil. This investment constitutes 1.34% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2024Q3. And since then ORG Wealth Partners, LLC has made 1 purchases of XOM, at an average price of $113.64, for a total of 57,748.00 shares. In addition, there have been 2 sales at an average price of $111.26 for 6,854.00 shares. Based on historical transaction data and XOM's current price of $110.79, ORG Wealth Partners, LLC's estimated gain on his XOM holdings is $-161,398.04, reflecting a -2.46% gain to date.

ORG Wealth Partners, LLC XOM ($110.79) Holding Chart

ORG Wealth Partners, 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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