Skip to content
User

Chuck Akre

Akre Capital Management

Chuck Akre Exxon Mobil Corp stake

total: 85

Akre Capital Management XOM-OLD trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2014 Q1
Held for:
1 quarter
Latest activity:
2014 Q2
According to 2026 Q2 report, Chuck Akre doesn't hold any Exxon Mobil Corp (XOM-OLD) shares. To date, the estimated cost basis is nearly $97.62 for "buy" trades and estimated average "sell" price is $97.62. Akre Capital Management first purchased XOM-OLD in 2014 Q1, initially acquiring 4,446 shares. Since the initial investment in Exxon Mobil Corp (XOM-OLD), Akre Capital Management has made 1 more transaction.

When did Chuck Akre sell Exxon Mobil Corp (XOM-OLD)?

Chuck Akre sold off the entire Exxon Mobil Corp (XOM-OLD) position in 2014 Q2.

When did Chuck Akre buy Exxon Mobil Corp (XOM-OLD)?

Chuck Akre first invested in Exxon Mobil Corp (XOM-OLD) in 2014 Q1 at the reported quarter-end price of $97.62 per share.

What's the cost basis of Akre Capital Management's XOM-OLD stake?

The estimated cost basis for Exxon Mobil Corp (XOM-OLD) stake is around $97.62 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$97.62
Weighted AVG sell price:
$97.62

Chuck Akre's historical trades in Exxon Mobil Corp

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2014 Q2
0.00%
$97.62
-100% (-4,446)
2014 Q1
0.01%
$97.62
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.