WP Large Cap Income Plus Fund XOM Holdings History
Number of Shares
8,600.00
Current Holdings Value*
$957,440.00
% of Portfolio
3.97%
Total Estimate Gain
$605,982.00
% of Total Estimate Gain
48.25%
WP Large Cap Income Plus Fund's Exxon Mobil Corp Holding Summary
As of 2025-02-28, WP Trust held 8,600.00 shares of Exxon Mobil Corp(XOM), totaling $957,440.00. This investment constitutes 3.97% of their stock portfolio, and WP Trust now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2022Q1. In addition, there have been 3 sales at an average price of $95.93 for 9,400.00 shares. Based on historical transaction data and XOM's current price of $111.66, WP Large Cap Income Plus Fund's estimated gain on his XOM holdings is $605,982.00, reflecting a 48.25% gain to date.
WP Large Cap Income Plus Fund XOM ($111.66) Holding Chart
WP Large Cap Income Plus Fund XOM ($111.66) 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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