CWM
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Centricity Wealth Management’s Exxon Mobil XOM Stock Holding History

Centricity Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$132K Hold
1,229
– – 0.11% 103
2025
Q1 		$146K Buy
1,229
+460
+60% +$54.7K 0.13% 90
2024
Q4 		$82.7K Buy
+769
New +$82.7K 0.08% 124