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Centricity Wealth Management, LLC

SEC CIK
0002054645
Latest filing
Jul 18, 2025

XOM holding history

ExxonMobil Holdings Corp in every 13F filed by Centricity Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XOM overviewAll 13F holders of XOMFull Q2 2025 holdings

Shares (Q2 2025)
1,229
Value
$132.5K
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of XOM by Centricity Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,229$132.5K0.1%00.0%UnchangedHolders
Q1 20251,229$146.2K0.1%+460+59.8%AddedHolders
Q4 2024769$82.7K0.1%–No prior filingHolders