Centurion Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Buy |
9,540
+763
| +9% | +$82.2K | 0.29% | 70 |
|
2025
Q1 | $944K | Hold |
8,777
| – | – | 0.3% | 63 |
|
2024
Q4 | $944K | Buy |
8,777
+97
| +1% | +$10.4K | 0.3% | 63 |
|
2024
Q3 | $1.02M | Buy |
+8,680
| New | +$1.02M | 0.32% | 64 |
|
2024
Q1 | $921K | Sell |
7,923
-926
| -10% | -$108K | 0.36% | 56 |
|
2023
Q4 | $885K | Sell |
8,849
-1,987
| -18% | -$199K | 0.38% | 51 |
|
2023
Q3 | $1.27M | Sell |
10,836
-23
| -0.2% | -$2.7K | 0.62% | 32 |
|
2023
Q2 | $1.16M | Sell |
10,859
-97
| -0.9% | -$10.4K | 0.56% | 39 |
|
2023
Q1 | $1.2M | Buy |
10,956
+5,147
| +89% | +$564K | 0.61% | 36 |
|
2022
Q4 | $641K | Buy |
+5,809
| New | +$641K | 0.36% | 60 |
|