CWM
XOM icon

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
Q1 		– Sell
-1,200
Closed -$144K – 340
2025
Q4 		$144K Buy
+1,200
New +$139K 0.03% 300
2025
Q3 		– Sell
-600
Closed -$64.7K – 320
2025
Q2 		$64.7K Buy
+600
New +$64.1K 0.02% 233

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Centurion Wealth Management's XOM Position: Q2 2026 in Review

Centurion Wealth Management sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 11,932 shares — an estimated $2.02M sold.

Centurion Wealth Management first reported a position in XOM in Q4 2022 and held it in 13 quarters. The position peaked at $2.02M in Q1 2026. 777 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Centurion Wealth Management reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 11,932 ExxonMobil shares in Q2 2026, an estimated $2.02M.
  • Centurion Wealth Management first reported a position in ExxonMobil in Q4 2022 and held it in 13 quarters.
  • Centurion Wealth Management's ExxonMobil position peaked at $2.02M in Q1 2026.
  • 777 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.