Number of Shares
61,809.00
Current Holdings Value*
$7.35 Mil
% of Portfolio
2.3%
Total Estimate Gain
$848,208.39
% of Total Estimate Gain
6.87%

Wellington Shields & Co., LLC's Exxon Mobil Corp Holding Summary

As of 2025-03-31, Wellington Shields & Co., LLC held 61,809.00 shares of Exxon Mobil Corp(XOM), totaling $7.35 Mil. This investment constitutes 2.3% of their stock portfolio, and Wellington Shields & Co., LLC now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2014Q1. And since then Wellington Shields & Co., LLC has made 18 purchases of XOM, at an average price of $85.57, for a total of 144,381.00 shares. In addition, there have been 12 sales at an average price of $78.65 for 82,572.00 shares. Based on historical transaction data and XOM's current price of $108.54, Wellington Shields & Co., LLC's estimated gain on his XOM holdings is $848,208.39, reflecting a 6.87% gain to date.

Wellington Shields & Co., LLC XOM ($108.54) Holding Chart

Wellington Shields & Co., LLC XOM ($108.54) 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 %

Top Ranked Articles

  • 1