CreativeOne Wealth’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-55,697
| Closed | -$9.45M | – | 1289 |
|
|
2026
Q1 | $9.45M | Sell |
55,697
-2,528
| -4% | -$369K | 0.22% | 84 |
|
|
2025
Q4 | $7.01M | Buy |
58,225
+3,076
| +6% | +$357K | 0.17% | 108 |
|
|
2025
Q3 | $6.22M | Buy |
55,149
+1,401
| +3% | +$156K | 0.15% | 123 |
|
|
2025
Q2 | $5.79M | Buy |
53,748
+262
| +0.5% | +$28K | 0.15% | 129 |
|
|
2025
Q1 | $6.36M | Sell |
53,486
-1,825
| -3% | -$202K | 0.19% | 113 |
|
|
2024
Q4 | $5.95M | Buy |
55,311
+15,393
| +39% | +$1.8M | 0.18% | 112 |
|
|
2024
Q3 | $4.68M | Buy |
39,918
+11,239
| +39% | +$1.3M | 0.16% | 126 |
|
|
2024
Q2 | $3.3M | Sell |
28,679
-11,827
| -29% | -$1.38M | 0.17% | 123 |
|
|
2024
Q1 | $4.71M | Buy |
40,506
+4,392
| +12% | +$460K | 0.19% | 109 |
|
|
2023
Q4 | $3.61M | Buy |
36,114
+124
| +0.3% | +$13K | 0.23% | 91 |
|
|
2023
Q3 | $4.23M | Sell |
35,990
-4,927
| -12% | -$540K | 0.3% | 75 |
|
|
2023
Q2 | $4.39M | Sell |
40,917
-2,411
| -6% | -$263K | 0.2% | 94 |
|
|
2023
Q1 | $4.75M | Buy |
43,328
+7,030
| +19% | +$778K | 0.23% | 83 |
|
|
2022
Q4 | $4M | Sell |
36,298
-841
| -2% | -$90.1K | 0.22% | 91 |
|
|
2022
Q3 | $3.24M | Buy |
37,139
+3,604
| +11% | +$329K | 0.19% | 95 |
|
|
2022
Q2 | $2.87M | Sell |
33,535
-9,856
| -23% | -$889K | 0.16% | 104 |
|
|
2022
Q1 | $3.58M | Buy |
43,391
+8,855
| +26% | +$688K | 0.19% | 87 |
|
|
2021
Q4 | $2.11M | Sell |
34,536
-13,499
| -28% | -$844K | 0.1% | 178 |
|
|
2021
Q3 | $2.82M | Buy |
48,035
+4,973
| +12% | +$283K | 0.17% | 114 |
|
|
2021
Q2 | $2.72M | Buy |
43,062
+6,715
| +18% | +$401K | 0.17% | 119 |
|
|
2021
Q1 | $2.03M | Buy |
36,347
+1,039
| +3% | +$54.5K | 0.15% | 119 |
|
|
2020
Q4 | $1.46M | Buy |
35,308
+18,537
| +111% | +$695K | 0.12% | 137 |
|
|
2020
Q3 | $576K | Buy |
16,771
+7,477
| +80% | +$306K | 0.08% | 155 |
|
|
2020
Q2 | $416K | Buy |
9,294
+1,651
| +22% | +$74K | 0.06% | 167 |
|
|
2020
Q1 | $291K | Sell |
7,643
-603
| -7% | -$33.3K | 0.06% | 158 |
|
|
2019
Q4 | $576K | Sell |
8,246
-238
| -3% | -$16.5K | 0.1% | 99 |
|
|
2019
Q3 | $599K | Sell |
8,484
-225
| -3% | -$16.3K | 0.12% | 84 |
|
|
2019
Q2 | $667K | Buy |
8,709
+1,444
| +20% | +$112K | 0.14% | 78 |
|
|
2019
Q1 | $587K | Buy |
7,265
+789
| +12% | +$60.2K | 0.15% | 59 |
|
|
2018
Q4 | $441K | Buy |
6,476
+915
| +16% | +$71.8K | 0.15% | 60 |
|
|
2018
Q3 | $473K | Buy |
5,561
+478
| +9% | +$39.1K | 0.17% | 46 |
|
|
2018
Q2 | $421K | Buy |
5,083
+350
| +7% | +$27.9K | 0.18% | 38 |
|
|
2018
Q1 | $354K | Buy |
+4,733
| New | +$378K | 0.18% | 38 |
|
Other funds holding XOM
CreativeOne Wealth's XOM Position: Q2 2026 in Review
CreativeOne Wealth sold out of ExxonMobil (XOM) in Q2 2026, closing a stake of 55,697 shares — an estimated $9.45M sold.
CreativeOne Wealth first reported a position in XOM in Q1 2018 and held it in 33 quarters. The position peaked at $9.45M in Q1 2026. 4,275 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- CreativeOne Wealth reported no remaining ExxonMobil position as of Q2 2026 after selling out during the quarter.
- CreativeOne Wealth sold 55,697 ExxonMobil shares in Q2 2026, an estimated $9.45M.
- CreativeOne Wealth first reported a position in ExxonMobil in Q1 2018 and held it in 33 quarters.
- CreativeOne Wealth's ExxonMobil position peaked at $9.45M in Q1 2026.
- 4,275 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.