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Centricity Wealth Management’s ExxonMobil XOM Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$132K Hold
1,229
– – 0.11% 103
2025
Q1 		$146K Buy
1,229
+460
+60% +$50.9K 0.13% 90
2024
Q4 		$82.7K Buy
+769
New +$90K 0.08% 124

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Centricity Wealth Management's XOM Position: Q2 2025 in Review

Centricity Wealth Management held its ExxonMobil (XOM) position steady in Q2 2025 at 1,229 shares worth $132K. The position accounts for 0.11% of the portfolio, ranked #103.

Centricity Wealth Management first reported a position in XOM in Q4 2024 and has held it in 3 quarters since. The position peaked at $146K in Q1 2025. 4,210 funds tracked by Wall St. Rank hold XOM as of Q2 2025.

  • Centricity Wealth Management held 1,229 shares of ExxonMobil worth $132K as of Q2 2025.
  • Centricity Wealth Management left its ExxonMobil share count unchanged in Q2 2025.
  • ExxonMobil made up 0.11% of Centricity Wealth Management's portfolio in Q2 2025, its #103 holding.
  • Centricity Wealth Management first reported a position in ExxonMobil in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's ExxonMobil position peaked at $146K in Q1 2025.
  • 4,210 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.