PRECEDENT WEALTH PARTNERS, LLC XOM Holdings History
Number of Shares
48,773.00
Current Holdings Value*
$5.80 Mil
% of Portfolio
1.61%
Total Estimate Gain
$-69,399.28
% of Total Estimate Gain
-1.30%
PRECEDENT WEALTH PARTNERS, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 48,773.00 shares of Exxon Mobil Corp(XOM), totaling $5.80 Mil. This investment constitutes 1.61% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 5 purchases of XOM, at an average price of $109.19, for a total of 48,773.00 shares. Based on historical transaction data and XOM's current price of $107.77, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his XOM holdings is $-69,399.28, reflecting a -1.30% gain to date.
PRECEDENT WEALTH PARTNERS, LLC XOM ($107.77) Holding Chart
PRECEDENT WEALTH PARTNERS, 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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