Creative Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Sell |
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|
2025
Q1 | $212M | Sell |
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|
2024
Q4 | $192M | Sell |
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|
2024
Q3 | $211M | Buy |
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|
2024
Q2 | $206M | Buy |
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|
2024
Q1 | $194M | Buy |
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|
2023
Q4 | $163M | Sell |
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|
2023
Q3 | $202M | Buy |
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|
2023
Q2 | $166M | Sell |
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|
2023
Q1 | $178M | Buy |
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|
2022
Q4 | $174M | Buy |
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|
2022
Q3 | $122M | Sell |
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|
2022
Q2 | $126M | Buy |
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|
2022
Q1 | $95.2M | Buy |
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|
2021
Q4 | $68.3M | Sell |
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|
2021
Q3 | $66.1M | Sell |
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|
2021
Q2 | $73.3M | Sell |
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|
2021
Q1 | $67.5M | Sell |
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|
2020
Q4 | $50.1M | Buy |
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|
2020
Q3 | $36.4M | Sell |
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|
2020
Q2 | $48.8M | Buy |
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|
2020
Q1 | $40.6M | Buy |
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|
2019
Q4 | $73.4M | Buy |
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|
2019
Q3 | $70.6M | Sell |
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|
2019
Q2 | $78.3M | Buy |
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|
2019
Q1 | $82.4M | Sell |
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|
2018
Q4 | $71M | Sell |
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|
2018
Q3 | $89.5M | Buy |
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|
2018
Q2 | $85.8M | Buy |
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|
2018
Q1 | $75.3M | Sell |
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|
2017
Q4 | $90.7M | Buy |
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|
2017
Q3 | $76.1M | Buy |
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|
2017
Q2 | $74.9M | Buy |
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|
2017
Q1 | $73.4M | Buy |
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|
2016
Q4 | $79.3M | Buy |
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|
2016
Q3 | $74.1M | Buy |
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|
2016
Q2 | $72M | Buy |
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|
2016
Q1 | $58.5M | Buy |
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|
2015
Q4 | $50.7M | Sell |
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|
2015
Q3 | $49.4M | Buy |
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|
2015
Q2 | $52.7M | Buy |
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|
2015
Q1 | $53.3M | Buy |
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|
2014
Q4 | $56.4M | Buy |
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|
2014
Q3 | $53.6M | Buy |
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|
2014
Q2 | $50.6M | Buy |
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|
2014
Q1 | $47.3M | Buy |
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|
2013
Q4 | $46M | Buy |
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|
2013
Q3 | $37.7M | Buy |
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|
2013
Q2 | $34.4M | Buy |
|