Creative Capital Management Investments’s ExxonMobil XOM Stock Holding History

Creative Capital Management Investments’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	$674K	Buy	4,930 +1,211	+33%	+$181K	0.16%	32
2026 Q1	$631K	Hold	3,719	–	–	0.18%	25
2025 Q4	$448K	Buy	3,719 +18	+0.5%	+$2.09K	0.14%	30
2025 Q3	$417K	Buy	3,701 +91	+3%	+$10.1K	0.13%	31
2025 Q2	$389K	Buy	3,610 +272	+8%	+$29.1K	0.14%	31
2025 Q1	$397K	Sell	3,338 -116	-3%	-$12.8K	0.15%	32
2024 Q4	$372K	Sell	3,454 -125	-3%	-$14.6K	0.16%	32
2024 Q3	$420K	Buy	3,579 +2,109	+143%	+$244K	0.18%	28
2024 Q2	$169K	Hold	1,470	–	–	0.08%	43
2024 Q1	$171K	Hold	1,470	–	–	0.09%	44
2023 Q4	$147K	Hold	1,470	–	–	0.09%	44
2023 Q3	$173K	Hold	1,470	–	–	0.12%	41
2023 Q2	$158K	Sell	1,470 -2,956	-67%	-$323K	0.11%	44
2023 Q1	$485K	Hold	4,426	–	–	0.35%	23
2022 Q4	$488K	Buy	+4,426	New	+$474K	0.43%	22

Other funds holding XOM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Creative Capital Management Investments's XOM Position: Q2 2026 in Review

Creative Capital Management Investments increased its ExxonMobil (XOM) stake by 33% in Q2 2026, buying an estimated $181K and bringing the position to 4,930 shares worth $674K. The position accounts for 0.16% of the portfolio, ranked #32.

Creative Capital Management Investments first reported a position in XOM in Q4 2022 and has held it in 15 quarters since. 2,134 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Creative Capital Management Investments held 4,930 shares of ExxonMobil worth $674K as of Q2 2026.
Creative Capital Management Investments bought 1,211 ExxonMobil shares in Q2 2026, an estimated $181K.
ExxonMobil made up 0.16% of Creative Capital Management Investments's portfolio in Q2 2026, its #32 holding.
Creative Capital Management Investments first reported a position in ExxonMobil in Q4 2022 and has held it in 15 quarters since.
2,134 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.