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Centerline Wealth Advisors’s ExxonMobil XOM Stock Holding History

Centerline Wealth Advisors’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
2026
Q2 		– Sell
-1,202
Closed -$204K – 82
2026
Q1 		$204K Buy
+1,202
New +$175K 0.07% 72

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Centerline Wealth Advisors's XOM Position: Q2 2026 in Review

Centerline Wealth Advisors sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 1,202 shares — an estimated $204K sold.

Centerline Wealth Advisors first reported a position in XOM in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 1,471 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Centerline Wealth Advisors reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Centerline Wealth Advisors sold 1,202 ExxonMobil shares in Q2 2026, an estimated $204K.
  • Centerline Wealth Advisors first reported a position in ExxonMobil in Q1 2026 and held it in 1 quarter.
  • Centerline Wealth Advisors's ExxonMobil position peaked at $204K in Q1 2026.
  • 1,471 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.