Number of Shares
175,508.00
Current Holdings Value*
$20.87 Mil
% of Portfolio
1.11%
Total Estimate Gain
$989,989.16
% of Total Estimate Gain
3.79%

Obermeyer Wealth Partners's Exxon Mobil Corp Holding Summary

As of 2025-03-31, Obermeyer Wealth Partners held 175,508.00 shares of Exxon Mobil Corp(XOM), totaling $20.87 Mil. This investment constitutes 1.11% of their stock portfolio, and Obermeyer Wealth Partners now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2013Q4. And since then Obermeyer Wealth Partners has made 11 purchases of XOM, at an average price of $97.87, for a total of 266,719.00 shares. In addition, there have been 27 sales at an average price of $86.76 for 91,211.00 shares. Based on historical transaction data and XOM's current price of $109.29, Obermeyer Wealth Partners's estimated gain on his XOM holdings is $989,989.16, reflecting a 3.79% gain to date.

Obermeyer Wealth Partners XOM ($109.29) Holding Chart

Obermeyer Wealth Partners XOM ($109.29) 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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