Centaurus Financial’s ExxonMobil XOM Stock Holding History

Centaurus Financial’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,000	Closed	-$66K	–	940
2021 Q1	$66K	Buy	+10,000	New	+$524K	0.01%	804

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Centaurus Financial's XOM Position: Q1 2026 in Review

Centaurus Financial reduced its ExxonMobil (XOM) stake by 8.7% in Q1 2026, selling an estimated $590K and leaving 42,684 shares worth $7.24M. The position accounts for 0.34% of the portfolio, ranked #68.

Centaurus Financial first reported a position in XOM in Q4 2017 and has held it in 34 quarters since. 4,763 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Centaurus Financial held 42,684 shares of ExxonMobil worth $7.24M as of Q1 2026.
Centaurus Financial sold 4,044 ExxonMobil shares in Q1 2026, an estimated $590K.
ExxonMobil made up 0.34% of Centaurus Financial's portfolio in Q1 2026, its #68 holding.
Centaurus Financial first reported a position in ExxonMobil in Q4 2017 and has held it in 34 quarters since.
4,763 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.