Creative Planning’s Exxon Mobil XOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190M | Sell |
1,766,032
-13,436
| -0.8% | -$1.45M | 0.16% | 66 |
|
|
2025
Q1 | $212M | Sell |
1,779,468
-932
| -0.1% | -$111K | 0.2% | 61 |
|
|
2024
Q4 | $192M | Sell |
1,780,400
-20,832
| -1% | -$2.24M | 0.19% | 61 |
|
|
2024
Q3 | $211M | Buy |
1,801,232
+9,733
| +0.5% | +$1.14M | 0.21% | 56 |
|
|
2024
Q2 | $206M | Buy |
1,791,499
+119,472
| +7% | +$13.8M | 0.22% | 57 |
|
|
2024
Q1 | $194M | Buy |
1,672,027
+45,829
| +3% | +$5.33M | 0.22% | 55 |
|
|
2023
Q4 | $163M | Sell |
1,626,198
-94,156
| -5% | -$9.41M | 0.3% | 53 |
|
|
2023
Q3 | $202M | Buy |
1,720,354
+175,856
| +11% | +$20.7M | 0.27% | 49 |
|
|
2023
Q2 | $166M | Sell |
1,544,498
-78,811
| -5% | -$8.45M | 0.22% | 54 |
|
|
2023
Q1 | $178M | Buy |
1,623,309
+50,297
| +3% | +$5.52M | 0.26% | 49 |
|
|
2022
Q4 | $174M | Buy |
1,573,012
+174,095
| +12% | +$19.2M | 0.26% | 51 |
|
|
2022
Q3 | $122M | Sell |
1,398,917
-77,092
| -5% | -$6.73M | 0.21% | 53 |
|
|
2022
Q2 | $126M | Buy |
1,476,009
+323,268
| +28% | +$27.7M | 0.21% | 55 |
|
|
2022
Q1 | $95.2M | Buy |
1,152,741
+37,244
| +3% | +$3.08M | 0.15% | 66 |
|
|
2021
Q4 | $68.3M | Sell |
1,115,497
-7,904
| -0.7% | -$484K | 0.11% | 74 |
|
|
2021
Q3 | $66.1M | Sell |
1,123,401
-38,326
| -3% | -$2.25M | 0.12% | 70 |
|
|
2021
Q2 | $73.3M | Sell |
1,161,727
-46,584
| -4% | -$2.94M | 0.13% | 71 |
|
|
2021
Q1 | $67.5M | Sell |
1,208,311
-8,196
| -0.7% | -$458K | 0.14% | 70 |
|
|
2020
Q4 | $50.1M | Buy |
1,216,507
+158,003
| +15% | +$6.51M | 0.11% | 79 |
|
|
2020
Q3 | $36.4M | Sell |
1,058,504
-32,628
| -3% | -$1.12M | 0.1% | 88 |
|
|
2020
Q2 | $48.8M | Buy |
1,091,132
+22,690
| +2% | +$1.01M | 0.14% | 70 |
|
|
2020
Q1 | $40.6M | Buy |
1,068,442
+16,001
| +2% | +$608K | 0.14% | 63 |
|
|
2019
Q4 | $73.4M | Buy |
1,052,441
+52,698
| +5% | +$3.68M | 0.22% | 43 |
|
|
2019
Q3 | $70.6M | Sell |
999,743
-21,991
| -2% | -$1.55M | 0.23% | 42 |
|
|
2019
Q2 | $78.3M | Buy |
1,021,734
+2,126
| +0.2% | +$163K | 0.26% | 39 |
|
|
2019
Q1 | $82.4M | Sell |
1,019,608
-21,381
| -2% | -$1.73M | 0.3% | 36 |
|
|
2018
Q4 | $71M | Sell |
1,040,989
-11,408
| -1% | -$778K | 0.29% | 36 |
|
|
2018
Q3 | $89.5M | Buy |
1,052,397
+15,351
| +1% | +$1.31M | 0.33% | 33 |
|
|
2018
Q2 | $85.8M | Buy |
1,037,046
+28,412
| +3% | +$2.35M | 0.34% | 34 |
|
|
2018
Q1 | $75.3M | Sell |
1,008,634
-76,027
| -7% | -$5.67M | 0.31% | 36 |
|
|
2017
Q4 | $90.7M | Buy |
1,084,661
+156,064
| +17% | +$13.1M | 0.39% | 35 |
|
|
2017
Q3 | $76.1M | Buy |
928,597
+560
| +0.1% | +$45.9K | 0.35% | 37 |
|
|
2017
Q2 | $74.9M | Buy |
928,037
+33,600
| +4% | +$2.71M | 0.38% | 34 |
|
|
2017
Q1 | $73.4M | Buy |
894,437
+15,949
| +2% | +$1.31M | 0.4% | 34 |
|
|
2016
Q4 | $79.3M | Buy |
878,488
+28,957
| +3% | +$2.61M | 0.48% | 31 |
|
|
2016
Q3 | $74.1M | Buy |
849,531
+81,294
| +11% | +$7.1M | 0.47% | 31 |
|
|
2016
Q2 | $72M | Buy |
768,237
+68,609
| +10% | +$6.43M | 0.52% | 30 |
|
|
2016
Q1 | $58.5M | Buy |
699,628
+49,735
| +8% | +$4.16M | 0.46% | 32 |
|
|
2015
Q4 | $50.7M | Sell |
649,893
-14,813
| -2% | -$1.15M | 0.42% | 37 |
|
|
2015
Q3 | $49.4M | Buy |
664,706
+31,239
| +5% | +$2.32M | 0.44% | 36 |
|
|
2015
Q2 | $52.7M | Buy |
633,467
+6,105
| +1% | +$508K | 0.48% | 34 |
|
|
2015
Q1 | $53.3M | Buy |
627,362
+17,218
| +3% | +$1.46M | 0.5% | 32 |
|
|
2014
Q4 | $56.4M | Buy |
610,144
+39,979
| +7% | +$3.7M | 0.59% | 32 |
|
|
2014
Q3 | $53.6M | Buy |
570,165
+67,912
| +14% | +$6.39M | 0.62% | 32 |
|
|
2014
Q2 | $50.6M | Buy |
502,253
+17,969
| +4% | +$1.81M | 0.66% | 28 |
|
|
2014
Q1 | $47.3M | Buy |
484,284
+29,916
| +7% | +$2.92M | 0.71% | 25 |
|
|
2013
Q4 | $46M | Buy |
454,368
+16,034
| +4% | +$1.62M | 0.79% | 23 |
|
|
2013
Q3 | $37.7M | Buy |
438,334
+57,618
| +15% | +$4.96M | 0.75% | 25 |
|
|
2013
Q2 | $34.4M | Buy |
+380,716
| New | +$34.4M | 0.8% | 24 |
|