Number of Shares
209,223.00
Current Holdings Value*
$22.55 Mil
% of Portfolio
1.43%
Total Estimate Gain
$550,803.22
% of Total Estimate Gain
1.41%

Segment Wealth Management, LLC's Exxon Mobil Corp Holding Summary

As of 2025-06-30, Segment Wealth Management, LLC held 209,223.00 shares of Exxon Mobil Corp(XOM), totaling $22.55 Mil. This investment constitutes 1.43% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2013Q4. And since then Segment Wealth Management, LLC has made 19 purchases of XOM, at an average price of $94.92, for a total of 411,947.00 shares. In addition, there have been 20 sales at an average price of $82.20 for 202,724.00 shares. Based on historical transaction data and XOM's current price of $109.89, Segment Wealth Management, LLC's estimated gain on his XOM holdings is $550,803.22, reflecting a 1.41% gain to date.

Segment Wealth Management, LLC XOM ($109.89) Holding Chart

Segment Wealth Management, LLC XOM ($109.89) 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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