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Centerpoint Advisory Group’s ExxonMobil XOM Stock Holding History

Centerpoint Advisory Group’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 		$426K Buy
3,116
+377
+14% +$56.4K 0.27% 70
2026
Q1 		$465K Sell
2,739
-120
-4% -$17.5K 0.35% 59
2025
Q4 		$344K Hold
2,859
– – 0.27% 73
2025
Q3 		$322K Sell
2,859
-250
-8% -$27.8K 0.25% 73
2025
Q2 		$335K Buy
3,109
+370
+14% +$39.6K 0.29% 70
2025
Q1 		$326K Buy
2,739
+56
+2% +$6.19K 0.32% 70
2024
Q4 		$289K Buy
+2,683
New +$314K 0.28% 72

Other funds holding XOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centerpoint Advisory Group's XOM Position: Q2 2026 in Review

Centerpoint Advisory Group increased its ExxonMobil (XOM) stake by 14% in Q2 2026, buying an estimated $56.4K and bringing the position to 3,116 shares worth $426K. The position accounts for 0.27% of the portfolio, ranked #70.

Centerpoint Advisory Group first reported a position in XOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $465K in Q1 2026. 4,240 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Centerpoint Advisory Group held 3,116 shares of ExxonMobil worth $426K as of Q2 2026.
  • Centerpoint Advisory Group bought 377 ExxonMobil shares in Q2 2026, an estimated $56.4K.
  • ExxonMobil made up 0.27% of Centerpoint Advisory Group's portfolio in Q2 2026, its #70 holding.
  • Centerpoint Advisory Group first reported a position in ExxonMobil in Q4 2024 and has held it in 7 quarters since.
  • Centerpoint Advisory Group's ExxonMobil position peaked at $465K in Q1 2026.
  • 4,240 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.