Creekmur Asset Management’s ExxonMobil XOM Stock Holding History

Creekmur Asset Management’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
2025 Q3	$2.47M	Sell	21,890 -3,308	-13%	-$368K	0.41%	35
2025 Q2	$2.72M	Sell	25,198 -1,243	-5%	-$133K	0.48%	32
2025 Q1	$3.14M	Sell	26,441 -643	-2%	-$71.1K	0.66%	20
2024 Q4	$2.91M	Buy	27,084 +69	+0.3%	+$8.07K	0.67%	23
2024 Q3	$3.17M	Sell	27,015 -72	-0.3%	-$8.31K	0.74%	21
2024 Q2	$3.12M	Sell	27,087 -3,108	-10%	-$362K	0.8%	22
2024 Q1	$3.51M	Sell	30,195 -3,988	-12%	-$417K	1.2%	19
2023 Q4	$3.42M	Buy	+34,183	New	+$3.59M	1.06%	19

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creekmur Asset Management's XOM Position: Q3 2025 in Review

Creekmur Asset Management reduced its ExxonMobil (XOM) stake by 13% in Q3 2025, selling an estimated $368K and leaving 21,890 shares worth $2.47M. The position accounts for 0.41% of the portfolio, ranked #35.

Creekmur Asset Management first reported a position in XOM in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.51M in Q1 2024. 4,214 funds tracked by Wall St. Rank hold XOM as of Q3 2025.

Creekmur Asset Management held 21,890 shares of ExxonMobil worth $2.47M as of Q3 2025.
Creekmur Asset Management sold 3,308 ExxonMobil shares in Q3 2025, an estimated $368K.
ExxonMobil made up 0.41% of Creekmur Asset Management's portfolio in Q3 2025, its #35 holding.
Creekmur Asset Management first reported a position in ExxonMobil in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's ExxonMobil position peaked at $3.51M in Q1 2024.
4,214 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.