Plan Group Financial, LLC XOM Holdings History
Plan Group Financial, LLC's Exxon Mobil Corp Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 42,348.00 shares of Exxon Mobil Corp(XOM), totaling $5.04 Mil. This investment constitutes 1.8% of their stock portfolio, and Plan Group Financial, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 6 purchases of XOM, at an average price of $110.55, for a total of 61,516.00 shares. In addition, there have been 2 sales at an average price of $109.52 for 19,168.00 shares. Based on historical transaction data and XOM's current price of $109.99, Plan Group Financial, LLC's estimated gain on his XOM holdings is $-43,336.48, reflecting a -0.64% gain to date.
Plan Group Financial, LLC XOM ($109.99) Holding Chart
Plan Group Financial, LLC XOM ($109.99) 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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