Centurion Wealth Management’s ExxonMobil XOM Stock Holding History

Centurion 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
2026 Q3	$1.6M	Buy	+9,806	New	+$1.53M	0.38%	62
2026 Q2	–	Sell	-11,932	Closed	-$2.02M	–	328
2026 Q1	$2.02M	Sell	11,932 -24	-0.2%	-$3.5K	0.46%	56
2025 Q4	$1.44M	Buy	11,956 +101	+0.9%	+$11.7K	0.32%	74
2025 Q3	$1.34M	Buy	11,855 +2,315	+24%	+$257K	0.3%	74
2025 Q2	$1.03M	Buy	9,540 +763	+9%	+$81.6K	0.29%	70
2025 Q1	$944K	Hold	8,777	–	–	0.3%	63
2024 Q4	$944K	Buy	8,777 +97	+1%	+$11.3K	0.3%	63
2024 Q3	$1.02M	Buy	+8,680	New	+$1M	0.32%	64
2024 Q1	$921K	Sell	7,923 -926	-10%	-$96.9K	0.36%	56
2023 Q4	$885K	Sell	8,849 -1,987	-18%	-$209K	0.38%	51
2023 Q3	$1.27M	Sell	10,836 -23	-0.2%	-$2.52K	0.62%	32
2023 Q2	$1.16M	Sell	10,859 -97	-0.9%	-$10.6K	0.56%	39
2023 Q1	$1.2M	Buy	10,956 +5,147	+89%	+$569K	0.61%	37
2022 Q4	$641K	Buy	+5,809	New	+$622K	0.36%	60

Other funds holding XOM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Centurion Wealth Management's XOM Position: Q3 2026 in Review

Centurion Wealth Management opened a new position in ExxonMobil (XOM) in Q3 2026: 9,806 shares worth $1.6M. The stake represents 0.38% of the portfolio and ranks #62 among its holdings. This is a return to the name: Centurion Wealth Management previously reported a position in XOM as recently as Q1 2026.

Centurion Wealth Management first reported a position in XOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q1 2026. 2,918 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

Centurion Wealth Management held 9,806 shares of ExxonMobil worth $1.6M as of Q3 2026.
ExxonMobil was a new Centurion Wealth Management position in Q3 2026.
ExxonMobil made up 0.38% of Centurion Wealth Management's portfolio in Q3 2026, its #62 holding.
Centurion Wealth Management first reported a position in ExxonMobil in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's ExxonMobil position peaked at $2.02M in Q1 2026.
2,918 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.