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