Number of Shares
6,415.00
Current Holdings Value*
$762,940.00
% of Portfolio
1.67%
Total Estimate Gain
$275,207.40
% of Total Estimate Gain
26.32%

TRIBUTARY BALANCED FUND's Exxon Mobil Corp Holding Summary

As of 2025-03-31, TRIBUTARY BALANCED FUND held 6,415.00 shares of Exxon Mobil Corp(XOM), totaling $762,940.00. This investment constitutes 1.67% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 2 purchases of XOM, at an average price of $76.05, for a total of 13,750.00 shares. In addition, there have been 18 sales at an average price of $79.13 for 7,335.00 shares. Based on historical transaction data and XOM's current price of $115.43, TRIBUTARY BALANCED FUND's estimated gain on his XOM holdings is $275,207.40, reflecting a 26.32% gain to date.

TRIBUTARY BALANCED FUND XOM ($115.43) Holding Chart

TRIBUTARY BALANCED FUND XOM ($115.43) 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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