Clear Creek Financial Management’s ExxonMobil XOM Stock Holding History

Clear Creek Financial 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 Q2	$1.31M	Sell	9,593 -402	-4%	-$60.2K	0.08%	238
2026 Q1	$1.7M	Sell	9,995 -940	-9%	-$137K	0.13%	170
2025 Q4	$1.32M	Buy	10,935 +152	+1%	+$17.6K	0.11%	191
2025 Q3	$1.22M	Sell	10,783 -3,024	-22%	-$336K	0.11%	202
2025 Q2	$1.49M	Buy	13,807 +2,053	+17%	+$219K	0.14%	163
2025 Q1	$1.4M	Buy	11,754 +1,802	+18%	+$199K	0.14%	146
2024 Q4	$1.07M	Buy	9,952 +403	+4%	+$47.1K	0.12%	179
2024 Q3	$1.12M	Buy	9,549 +454	+5%	+$52.4K	0.13%	159
2024 Q2	$1.05M	Buy	9,095 +2,981	+49%	+$347K	0.13%	148
2024 Q1	$711K	Buy	6,114 +484	+9%	+$50.6K	0.09%	192
2023 Q4	$563K	Buy	5,630 +189	+3%	+$19.9K	0.09%	182
2023 Q3	$640K	Sell	5,441 -5	-0.1%	-$548	0.11%	145
2023 Q2	$584K	Buy	5,446 +112	+2%	+$12.2K	0.1%	157
2023 Q1	$585K	Sell	5,334 -94	-2%	-$10.4K	0.11%	142
2022 Q4	$599K	Sell	5,428 -252	-4%	-$27K	0.13%	133
2022 Q3	$496K	Sell	5,680 -595	-9%	-$54.3K	0.11%	145
2022 Q2	$537K	Buy	6,275 +3	+0%	+$271	0.11%	148
2022 Q1	$518K	Sell	6,272 -364	-5%	-$28.3K	0.08%	186
2021 Q4	$406K	Sell	6,636 -3,138	-32%	-$196K	0.06%	206
2021 Q3	$575K	Sell	9,774 -18	-0.2%	-$1.03K	0.09%	173
2021 Q2	$618K	Buy	+9,792	New	+$585K	0.1%	165
2021 Q1	–	Sell	-34,034	Closed	-$1.4M	–	279
2020 Q4	$1.4M	Buy	+34,034	New	+$1.28M	0.27%	78
2020 Q3	–	Sell	-19,794	Closed	-$885K	–	272
2020 Q2	$885K	Buy	19,794 +1,060	+6%	+$47.5K	0.23%	72
2020 Q1	$770K	Buy	18,734 +1,570	+9%	+$86.7K	0.29%	54
2019 Q4	$1.19M	Sell	17,164 -1,399	-8%	-$96.7K	0.47%	34
2019 Q3	$1.28M	Buy	18,563 +998	+6%	+$72.2K	0.62%	26
2019 Q2	$1.35M	Buy	+17,565	New	+$1.36M	0.58%	29

Other funds holding XOM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Clear Creek Financial Management's XOM Position: Q2 2026 in Review

Clear Creek Financial Management reduced its ExxonMobil (XOM) stake by 4% in Q2 2026, selling an estimated $60.2K and leaving 9,593 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #238.

Clear Creek Financial Management first reported a position in XOM in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q1 2026. 1,621 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Clear Creek Financial Management held 9,593 shares of ExxonMobil worth $1.31M as of Q2 2026.
Clear Creek Financial Management sold 402 ExxonMobil shares in Q2 2026, an estimated $60.2K.
ExxonMobil made up 0.08% of Clear Creek Financial Management's portfolio in Q2 2026, its #238 holding.
Clear Creek Financial Management first reported a position in ExxonMobil in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's ExxonMobil position peaked at $1.7M in Q1 2026.
1,621 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.