New Century Financial Group’s ExxonMobil XOM Stock Holding History

New Century Financial Group’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 Q1	–	Sell	-5,238	Closed	-$565K	–	294
2024 Q4	$565K	Sell	5,238 -1,482	-22%	-$173K	0.24%	123
2024 Q3	$788K	Buy	6,720 +373	+6%	+$43.1K	0.29%	104
2024 Q2	$731K	Buy	+6,347	New	+$739K	0.31%	98

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New Century Financial Group's XOM Position: Q1 2025 in Review

New Century Financial Group sold out of ExxonMobil (XOM) in Q1 2025, closing a stake of 5,238 shares — an estimated $565K sold.

New Century Financial Group first reported a position in XOM in Q2 2024 and held it in 3 quarters. The position peaked at $788K in Q3 2024. 4,258 funds tracked by Wall St. Rank hold XOM as of Q1 2025.

New Century Financial Group reported no remaining ExxonMobil position as of Q1 2025 after selling out during the quarter.
New Century Financial Group sold 5,238 ExxonMobil shares in Q1 2025, an estimated $565K.
New Century Financial Group first reported a position in ExxonMobil in Q2 2024 and held it in 3 quarters.
New Century Financial Group's ExxonMobil position peaked at $788K in Q3 2024.
4,258 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.