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
2020 Q2	–	Sell	-300	Closed	-$1K	–	2152
2020 Q1	$1K	Buy	+300	New	+$16.6K	﹤0.01%	1859
2016 Q4	–	Sell	-1,000	Closed	-$5K	–	4872
2016 Q3	$5K	Hold	1,000	–	–	﹤0.01%	3909
2016 Q2	$4K	Buy	+1,000	New	+$88.4K	﹤0.01%	3785

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.