Creative Planning’s ExxonMobil XOM Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-2,600	Closed	-$31K	–	2621
2021 Q1	$31K	Buy	+2,600	New	+$136K	﹤0.01%	2403
2020 Q2	–	Sell	-200	Closed	-$2K	–	2151
2020 Q1	$2K	Sell	200 -100	-33%	-$5.52K	﹤0.01%	1833
2019 Q4	$1K	Buy	+300	New	+$20.7K	﹤0.01%	1989
2016 Q4	–	Sell	-200	Closed	-$1K	–	4871
2016 Q3	$1K	Hold	200	–	–	﹤0.01%	4457
2016 Q2	$2K	Buy	+200	New	+$17.7K	﹤0.01%	4062
2015 Q4	–	Sell	-400	Closed	-$1K	–	4603
2015 Q3	$1K	Buy	+400	New	+$30.8K	﹤0.01%	4165

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's XOM Position: Q1 2026 in Review

Creative Planning increased its ExxonMobil (XOM) stake by 10% in Q1 2026, buying an estimated $30.8M and bringing the position to 2,234,969 shares worth $379M. The position accounts for 0.26% of the portfolio, ranked #49.

Creative Planning first reported a position in XOM in Q2 2013 and has held it in 52 quarters since. 4,764 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

Creative Planning held 2,234,969 shares of ExxonMobil worth $379M as of Q1 2026.
Creative Planning bought 210,847 ExxonMobil shares in Q1 2026, an estimated $30.8M.
ExxonMobil made up 0.26% of Creative Planning's portfolio in Q1 2026, its #49 holding.
Creative Planning first reported a position in ExxonMobil in Q2 2013 and has held it in 52 quarters since.
4,764 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.