Orca Wealth Management, LLC XOM Holdings History
Number of Shares
31,017.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
3.3%
Total Estimate Gain
$-283,792.38
% of Total Estimate Gain
-7.83%
Orca Wealth Management, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, Orca Wealth Management, LLC held 31,017.00 shares of Exxon Mobil Corp(XOM), totaling $3.69 Mil. This investment constitutes 3.3% of their stock portfolio, and Orca Wealth Management, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2024Q4. And since then Orca Wealth Management, LLC has made 1 purchases of XOM, at an average price of $116.92, for a total of 31,017.00 shares. Based on historical transaction data and XOM's current price of $107.77, Orca Wealth Management, LLC's estimated gain on his XOM holdings is $-283,792.38, reflecting a -7.83% gain to date.
Orca Wealth Management, LLC XOM ($107.77) Holding Chart
Orca Wealth Management, LLC XOM ($107.77) 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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