Creative Financial Designs’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Sell |
17,770
-663
| -4% | -$96.8K | 0.18% | 114 |
|
|
2025
Q4 | $2.22M | Buy |
18,433
+1,769
| +11% | +$205K | 0.14% | 135 |
|
|
2025
Q3 | $1.88M | Buy |
16,664
+5,567
| +50% | +$619K | 0.13% | 149 |
|
|
2025
Q2 | $1.2M | Sell |
11,097
-137
| -1% | -$14.6K | 0.09% | 194 |
|
|
2025
Q1 | $1.34M | Sell |
11,234
-69
| -0.6% | -$7.63K | 0.11% | 159 |
|
|
2024
Q4 | $1.22M | Sell |
11,303
-11,171
| -50% | -$1.31M | 0.1% | 171 |
|
|
2024
Q3 | $2.63M | Buy |
22,474
+2,739
| +14% | +$316K | 0.22% | 92 |
|
|
2024
Q2 | $2.27M | Buy |
19,735
+3,662
| +23% | +$427K | 0.2% | 101 |
|
|
2024
Q1 | $1.87M | Buy |
16,073
+2,477
| +18% | +$259K | 0.18% | 112 |
|
|
2023
Q4 | $1.36M | Buy |
13,596
+3,857
| +40% | +$405K | 0.14% | 134 |
|
|
2023
Q3 | $1.15M | Buy |
9,739
+672
| +7% | +$73.7K | 0.13% | 135 |
|
|
2023
Q2 | $972K | Buy |
9,067
+2,012
| +29% | +$220K | 0.11% | 155 |
|
|
2023
Q1 | $774K | Sell |
7,055
-1,986
| -22% | -$220K | 0.1% | 164 |
|
|
2022
Q4 | $997K | Sell |
9,041
-82
| -0.9% | -$8.79K | 0.15% | 128 |
|
|
2022
Q3 | $797K | Buy |
9,123
+346
| +4% | +$31.6K | 0.13% | 140 |
|
|
2022
Q2 | $752K | Buy |
8,777
+2,853
| +48% | +$257K | 0.12% | 147 |
|
|
2022
Q1 | $489K | Sell |
5,924
-106
| -2% | -$8.24K | 0.07% | 191 |
|
|
2021
Q4 | $369K | Sell |
6,030
-465
| -7% | -$29.1K | 0.06% | 229 |
|
|
2021
Q3 | $382K | Buy |
6,495
+1,131
| +21% | +$64.5K | 0.06% | 211 |
|
|
2021
Q2 | $338K | Buy |
5,364
+98
| +2% | +$5.85K | 0.06% | 223 |
|
|
2021
Q1 | $294K | Buy |
5,266
+257
| +5% | +$13.5K | 0.06% | 227 |
|
|
2020
Q4 | $206K | Buy |
5,009
+49
| +1% | +$1.84K | 0.04% | 248 |
|
|
2020
Q3 | $170K | Sell |
4,960
-133
| -3% | -$5.44K | 0.04% | 253 |
|
|
2020
Q2 | $228K | Sell |
5,093
-22,419
| -81% | -$1.01M | 0.07% | 198 |
|
|
2020
Q1 | $1.04M | Buy |
27,512
+4,114
| +18% | +$227K | 0.54% | 34 |
|
|
2019
Q4 | $1.66M | Buy |
23,398
+464
| +2% | +$32.1K | 0.74% | 37 |
|
|
2019
Q3 | $1.54M | Buy |
22,934
+527
| +2% | +$38.1K | 0.83% | 34 |
|
|
2019
Q2 | $1.71M | Buy |
22,407
+1,887
| +9% | +$146K | 0.93% | 29 |
|
|
2019
Q1 | $1.66M | Sell |
20,520
-8,875
| -30% | -$677K | 0.99% | 27 |
|
|
2018
Q4 | $2M | Sell |
29,395
-441
| -1% | -$34.6K | 1.45% | 15 |
|
|
2018
Q3 | $2.54M | Buy |
29,836
+1,294
| +5% | +$106K | 1.46% | 16 |
|
|
2018
Q2 | $2.36M | Buy |
28,542
+1,427
| +5% | +$114K | 1.39% | 15 |
|
|
2018
Q1 | $2.02M | Buy |
27,115
+1,510
| +6% | +$121K | 1.3% | 21 |
|
|
2017
Q4 | $2.14M | Sell |
25,605
-3,435
| -12% | -$284K | 1.45% | 15 |
|
|
2017
Q3 | $2.38M | Sell |
29,040
-280
| -1% | -$22.2K | 1.37% | 15 |
|
|
2017
Q2 | $2.37M | Buy |
29,320
+26,191
| +837% | +$2.14M | 1.51% | 13 |
|
|
2017
Q1 | $257K | Sell |
3,129
-2,336
| -43% | -$195K | 0.18% | 118 |
|
|
2016
Q4 | $493K | Buy |
+5,465
| New | +$478K | 0.4% | 62 |
|
Other funds holding XOM
VCM
VPM
Creative Financial Designs's XOM Position: Q1 2026 in Review
Creative Financial Designs reduced its ExxonMobil (XOM) stake by 3.6% in Q1 2026, selling an estimated $96.8K and leaving 17,770 shares worth $3.01M. The position accounts for 0.18% of the portfolio, ranked #114.
Creative Financial Designs first reported a position in XOM in Q4 2016 and has held it in 38 quarters since. 4,765 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Creative Financial Designs held 17,770 shares of ExxonMobil worth $3.01M as of Q1 2026.
- Creative Financial Designs sold 663 ExxonMobil shares in Q1 2026, an estimated $96.8K.
- ExxonMobil made up 0.18% of Creative Financial Designs's portfolio in Q1 2026, its #114 holding.
- Creative Financial Designs first reported a position in ExxonMobil in Q4 2016 and has held it in 38 quarters since.
- 4,765 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.