Cresset Asset Management’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 | $45.6M | Sell |
333,594
-1,789
| -0.5% | -$268K | 0.17% | 96 |
|
|
2026
Q1 | $56.9M | Sell |
335,383
-16,638
| -5% | -$2.43M | 0.25% | 71 |
|
|
2025
Q4 | $42.4M | Sell |
352,021
-8,256
| -2% | -$958K | 0.18% | 87 |
|
|
2025
Q3 | $40.6M | Buy |
360,277
+8,420
| +2% | +$936K | 0.18% | 82 |
|
|
2025
Q2 | $37.9M | Sell |
351,857
-14,676
| -4% | -$1.57M | 0.19% | 82 |
|
|
2025
Q1 | $43.6M | Sell |
366,533
-36,876
| -9% | -$4.08M | 0.22% | 75 |
|
|
2024
Q4 | $43.4M | Sell |
403,409
-190,015
| -32% | -$22.2M | 0.21% | 75 |
|
|
2024
Q3 | $69.6M | Buy |
593,424
+15,866
| +3% | +$1.83M | 0.27% | 49 |
|
|
2024
Q2 | $66.5M | Buy |
577,558
+111,851
| +24% | +$13M | 0.28% | 50 |
|
|
2024
Q1 | $54.1M | Buy |
465,707
+88,581
| +23% | +$9.27M | 0.26% | 53 |
|
|
2023
Q4 | $37.7M | Sell |
377,126
-8,860
| -2% | -$931K | 0.23% | 68 |
|
|
2023
Q3 | $45.4M | Buy |
385,986
+14,152
| +4% | +$1.55M | 0.18% | 65 |
|
|
2023
Q2 | $39.9M | Buy |
371,834
+247,122
| +198% | +$27M | 0.05% | 118 |
|
|
2023
Q1 | $13.7M | Sell |
124,712
-7,476
| -6% | -$827K | 0.27% | 61 |
|
|
2022
Q4 | $11M | Sell |
132,188
-4,180
| -3% | -$448K | 0.14% | 75 |
|
|
2022
Q3 | $11.9M | Buy |
136,368
+4,070
| +3% | +$372K | 0.15% | 68 |
|
|
2022
Q2 | $11M | Buy |
132,298
+8,862
| +7% | +$799K | 0.14% | 68 |
|
|
2022
Q1 | $10.2M | Sell |
123,436
-45,080
| -27% | -$3.5M | 0.11% | 84 |
|
|
2021
Q4 | $10.3M | Buy |
168,516
+38,834
| +30% | +$2.43M | 0.1% | 90 |
|
|
2021
Q3 | $7.63M | Buy |
129,682
+24,901
| +24% | +$1.42M | 0.1% | 84 |
|
|
2021
Q2 | $6.61M | Sell |
104,781
-3,039
| -3% | -$181K | 0.09% | 86 |
|
|
2021
Q1 | $6.02M | Buy |
107,820
+8,422
| +8% | +$442K | 0.1% | 85 |
|
|
2020
Q4 | $4.1M | Buy |
99,398
+13,286
| +15% | +$498K | 0.07% | 98 |
|
|
2020
Q3 | $2.96M | Buy |
86,112
+9,540
| +12% | +$390K | 0.06% | 129 |
|
|
2020
Q2 | $3.42M | Buy |
76,572
+5,701
| +8% | +$256K | 0.08% | 103 |
|
|
2020
Q1 | $2.69M | Sell |
70,871
-6,886
| -9% | -$380K | 0.08% | 92 |
|
|
2019
Q4 | $5.43M | Buy |
77,757
+13,888
| +22% | +$960K | 0.15% | 58 |
|
|
2019
Q3 | $4.51M | Buy |
63,869
+3,508
| +6% | +$254K | 0.14% | 71 |
|
|
2019
Q2 | $4.63M | Buy |
60,361
+11,191
| +23% | +$866K | 0.14% | 76 |
|
|
2019
Q1 | $2.32M | Buy |
49,170
+21,349
| +77% | +$1.63M | 0.09% | 59 |
|
|
2018
Q4 | $1.9M | Buy |
+27,821
| New | +$2.18M | 0.11% | 44 |
|
Other funds holding XOM
Cresset Asset Management's XOM Position: Q2 2026 in Review
Cresset Asset Management reduced its ExxonMobil (XOM) stake by 0.53% in Q2 2026, selling an estimated $268K and leaving 333,594 shares worth $45.6M. The position accounts for 0.17% of the portfolio, ranked #96.
Cresset Asset Management first reported a position in XOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $69.6M in Q3 2024. 4,238 funds tracked by Wall St. Rank hold XOM as of Q2 2026.
- Cresset Asset Management held 333,594 shares of ExxonMobil worth $45.6M as of Q2 2026.
- Cresset Asset Management sold 1,789 ExxonMobil shares in Q2 2026, an estimated $268K.
- ExxonMobil made up 0.17% of Cresset Asset Management's portfolio in Q2 2026, its #96 holding.
- Cresset Asset Management first reported a position in ExxonMobil in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's ExxonMobil position peaked at $69.6M in Q3 2024.
- 4,238 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.